SWOBX — Schwab Balanced Institutional Holders · Q2 2026
Who owns Schwab Balanced (SWOBX)? 2 institutions reported holding $66,736 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($65,000), Vermillion Wealth Management, Inc. ($1,736).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $65,000 | 3,511 | Added |
| 2 | Vermillion Wealth Management, Inc. | $1,736 | 92 | New |
Source: SEC Form 13F filings · as of 2026-06-30