DOSSIER · 13F Holders · Q4 2025
SWOBX
SCHWAB BALANCED
2 institutions still hold SCHWAB BALANCED as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 808509863·2 13F holders·last filed Dec 31, 2025
AI Holders Summary · Q4 2025
2 institutions reported SWOBX in Q4 2025. Coston, McIsaac & Partners leads at 97.2% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.