SWBGX SCHWAB MARKETTRACK BALANCED: institutional ownership and insider trading
3 funds reported holding $406K of SCHWAB MARKETTRACK BALANCED in their latest 13F filings; in Q2 2026 funds net bought $107K, with 1 new positions and 0 funds selling out.
Largest institutional holders of SWBGX
- Coston, McIsaac & Partners — $378K
- NBT BANK, N.A. — $19.1K
- McIlrath & Eck, LLC — $9.29K