DOSSIER · 13F Holders · Q3 2026
SWBGX
SCHWAB MARKETTRACK BALANCED
3 institutions still hold SCHWAB MARKETTRACK BALANCED as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 808509400·3 13F holders·last filed Sep 30, 2026
AI Holders Summary · Q3 2026
3 institutions reported SWBGX in Q3 2026. Coston, McIsaac & Partners leads at 91.0% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.