1 institutions reported holding $24,000 of SCHWAB BALANCED (SWOBX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Coston, McIsaac & Partners ($24,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $24,000 | 1,436 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31