| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 5 |
| Eagle Bay Advisors LLC | 4 | 1 | 0.03% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
| RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
| American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
| LAFFER TENGLER INVESTMENTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
This page lists all the filers that currently own Schwab Balanced Pool or have owned Schwab Balanced Pool in the past.