Institutional Ownership
Schwab Markettrack Conservative
CUSIP 808509509SCHWAB MUTL FUNDSSWCGXQ1 2026
Institutional Holders
1
13F filers
Shares Held
617
Aggregate institutional
Institutional Value
$9
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out0
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Coston, Mcisaac & Partners | 617 | $9 | +3 | Added |