Schwab Mrkttrck BalSWBGX
13F holders, Q1 2026 (March 31)2holders +1
1new positions
0sold out
$19.67avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Schwab Mrkttrck Bal (SWBGX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($269K) and McIlrath & Eck, LLC ($9K).
- Company
- Schwab Mrkttrck Bal
- CUSIP
- 808509400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 472 shares bought and 4,022 shares sold, net −3,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.06% | Reduce -22.7% | 13,679 | $269K |
| McIlrath & Eck, LLC | 0.00% | New | 472 | $9K |
"% of holder's portfolio" is SWBGX's weight in each manager's 13F, not the share of Schwab Mrkttrck Bal the manager owns.