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Schwab Markettrack Balanced

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
DECREASED
Shares13,679 from 17,833
Change-4,154 (-23%)
Value$287.8K (+$287.4K)
Filed 2026-11-06
NBT Bank, N.A.
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$19.1K (-$135)
Filed 2026-10-21
Status
Coston, McIsaac & Partners
DECREASED13,67917,833-4,154-23%$378$287.8K+$287.4K2026-11-06
NBT Bank, N.A.
UNCHANGED90490400%$19.2K$19.1K-$1352026-10-21
Showing 2 of 2 institutions