Schwab Balanced Fund-InvSWOBX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$17.11avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Schwab Balanced Fund-Inv (SWOBX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($46K).
- Company
- Schwab Balanced Fund-Inv
- CUSIP
- 808509863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 32 shares bought, net +32 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.01% | Add +1.2% | 2,688 | $46K |
"% of holder's portfolio" is SWOBX's weight in each manager's 13F, not the share of Schwab Balanced Fund-Inv the manager owns.