DOSSIER · 13F Holders · Q4 2025
SWBGX
SCHWAB MARKETTRACK BALANCED
3 institutions still hold SCHWAB MARKETTRACK BALANCED as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 808509400·3 13F holders·last filed Dec 31, 2025
AI Holders Summary · Q4 2025
3 institutions reported SWBGX in Q4 2025. Coston, McIsaac & Partners leads at 92.5% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.