Schwab Balanced Pool's ticker is and the CUSIP is 808516306. A total of 1 filers reported holding Schwab Balanced Pool in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,672,704 | +119.6% | 23,434 | +112.2% | 0.04% | +105.3% |
| Q1 2023 | $761,872 | +104985.8% | 11,043 | -0.0% | 0.02% | 0.0% |
| Q4 2022 | $725 | -99.7% | 11,045 | +286.9% | 0.02% | +171.4% |
| Q1 2022 | $211,000 | -10.6% | 2,855 | -4.3% | 0.01% | 0.0% |
| Q4 2021 | $236,000 | – | 2,984 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bay Advisors LLC | 800 | $52,257,000 | 0.03% |