| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Coston, McIsaac & Partners | 5 | 5 | 0.14% | 0.23% | 0.31% | Q3 2022 | Q3 2023 | 5 |
| RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q2 2023 | 3 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
This page lists all the filers that currently own SCHWAB MARKETTRACK BALANCED or have owned SCHWAB MARKETTRACK BALANCED in the past.