Schwab Balanced Fund-InvSWOBX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$18.08avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Schwab Balanced Fund-Inv (SWOBX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($57K) and Vermillion Wealth Management, Inc. ($2K).
- Company
- Schwab Balanced Fund-Inv
- CUSIP
- 808509863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 293 shares bought, net +293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.01% | Add +7.0% | 3,154 | $57K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 87 | $2K |
"% of holder's portfolio" is SWOBX's weight in each manager's 13F, not the share of Schwab Balanced Fund-Inv the manager owns.