2 institutions reported holding $397,202 of SCHWAB MARKETTRACK BALANCED (SWBGX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($378,000), NBT BANK N A /NY ($19,202). Source: SEC Form 13F.
| 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