RE Dickinson Investment Advisors, LLC - SCHWAB MARKETTRACK BALANCED ownership

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SCHWAB MARKETTRACK BALANCED's ticker is and the CUSIP is 808509400. A total of 2 filers reported holding SCHWAB MARKETTRACK BALANCED in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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Filings
Quarter-by-quarter ownership
RE Dickinson Investment Advisors, LLC ownership history of SCHWAB MARKETTRACK BALANCED
ValueSharesWeighting
Q2 2023$169
-41.9%
9,145
-43.8%
0.06%
-36.7%
Q1 2023$291
+13.2%
16,267
+7.9%
0.10%
-7.5%
Q4 2022$257–15,070–0.11%–
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Other shareholders
SCHWAB MARKETTRACK BALANCED shareholders Q4 2022
NameSharesValueWeighting ↓
Coston, McIsaac & Partners 42,878$7310.28%
RE Dickinson Investment Advisors, LLC 15,070$2570.11%
View complete list of SCHWAB MARKETTRACK BALANCED shareholders