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

SCHWAB BALANCED

SWOBX
Institutions
2
Combined AUM (Q2 2026)
$66,736
Combined Shares (Q2 2026)
3,603
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2,167
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+2,167
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$66,736
Institutions
2
New Buys
1
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Coston, McIsaac & Partners
0.01%<0.01%#1$65,0003,511$241,436+2,075+144.50%Add
Vermillion Wealth Management, Inc.
<0.01%#2$1,73692$00+92New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow