SWOBX SCHWAB BALANCED: institutional ownership and insider trading
2 funds reported holding $66.7K of SCHWAB BALANCED in their latest 13F filings; in Q2 2026 funds net bought $40.5K, with 1 new positions and 0 funds selling out.
Largest institutional holders of SWOBX
- Coston, McIsaac & Partners — $65.0K
- Vermillion Wealth Management, Inc. — $1.74K