Institutional Ownership
Schwab Markettrack Balanced
CUSIP 808509400SCHWAB MUTL FUNDSSWBGXQ1 2026
Institutional Holders
2
13F filers
Shares Held
14.2K
Aggregate institutional
Institutional Value
$9.6K
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mcilrath & Eck, LLC | 472 | $9.3K | +472 | New |
| 2 | Coston, Mcisaac & Partners | 13.7K | $269 | −4.0K | Reduced |