2 institutions reported holding $278,286 of SCHWAB MARKET TRACK BALANCE PORTFOLIO (SWBGX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Coston, McIsaac & Partners ($269,000), McIlrath & Eck, LLC ($9,286). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $269,000 | 13,679 | Trimmed |
| 2 | McIlrath & Eck, LLC | $9,286 | 472 | New |
Source: SEC Form 13F filings · as of 2026-03-31