SWBGX — Schwab Markettrack Balanced Institutional Holders · Q2 2026
Who owns Schwab Markettrack Balanced (SWBGX)? 2 institutions reported holding $397,202 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($378,000), Nbt Bank N A ($19,202).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $378,000 | 17,833 | Added |
| 2 | NBT BANK N A /NY | $19,202 | 904 | New |
Source: SEC Form 13F filings · as of 2026-06-30