Schwab Mrkttrck BalSWBGX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$18.61avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Schwab Mrkttrck Bal (SWBGX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($393K).
- Company
- Schwab Mrkttrck Bal
- CUSIP
- 808509400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 3,108 shares sold, net −3,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.11% | Reduce -12.8% | 21,118 | $393K |
"% of holder's portfolio" is SWBGX's weight in each manager's 13F, not the share of Schwab Mrkttrck Bal the manager owns.