13FBOX
SCHWAB MARKETTRACK BALANCED · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB MARKETTRACK BALANCED

SWBGX
Institutions
2
Combined AUM (Q2 2026)
$397,995
Combined Shares (Q2 2026)
18,737
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5,058
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-472
1 · 1 Exit · ≈
⚖️ Net
+4,586
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$397,995
Institutions
2
New Buys
1
Adds
1
Reduces
0
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Coston, McIsaac & Partners
0.08%0.06%#1$378,79317,833$269,00013,679+4,154+30.37%Add
NBT BANK, N.A.
<0.01%#2$19,202904$00+904New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow