Schwab Mrkttrck BalSWBGX
13F holders, Q1 2024 (March 31)1holders
$19.50avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Schwab Mrkttrck Bal (SWBGX) in their 13F filings. The largest holder was Coston, McIsaac & Partners ($426K).
- Company
- Schwab Mrkttrck Bal
- CUSIP
- 808509400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.14% | Reduce -0.8% | 21,845 | $426K |
"% of holder's portfolio" is SWBGX's weight in each manager's 13F, not the share of Schwab Mrkttrck Bal the manager owns.