IR
Superintel
Overview
Markets
Watchlist
More
Schwab Markettrack Balanced
CUSIP: 808509400 | 6 institutional holders
Watch
Quarters
Q3 2026
Q2 2026
Q1 2026
Q4 2025
Q3 2025
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
AI Overview
Institutional Holders — Q3 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Coston, McIsaac & Partners
13,679
0.1% of portfolio
›
$287.8K
NBT Bank, N.A.
904
0.0% of portfolio
›
$19.1K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Coston, McIsaac & Partners
13,679
$287.8K
0.1%
Value
Low
Bar Harbor, ME
2026-11-06
NBT Bank, N.A.
904
$19.1K
0.0%
Core
Low
Norwich, NY
2026-10-21