Schwab Balanced Fund-InvSWOBX
13F holders, Q1 2024 (March 31)1holders
$16.22avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Schwab Balanced Fund-Inv (SWOBX) in their 13F filings. The largest holder was Coston, McIsaac & Partners ($42K).
- Company
- Schwab Balanced Fund-Inv
- CUSIP
- 808509863
- 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 | 0.01% | Add +6.1% | 2,590 | $42K |
"% of holder's portfolio" is SWOBX's weight in each manager's 13F, not the share of Schwab Balanced Fund-Inv the manager owns.