2 institutions reported holding $66,736 of SCHWAB BALANCED (SWOBX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($65,000), Vermillion Wealth Management, Inc. ($1,736). Source: SEC Form 13F.
| 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