CUSIP 808509830SCHWAB MUTL FUNDSSWISXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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8 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 40.9K | $1.18M | +781 | Added |
| 2 | North Star Asset Management Inc | 11.8K | $338.8K | +11 | Added |
| 3 | Coastwise Capital Group, LLC | 7.1K | $202.6K | +7.1K | New |
| 4 | Financial Gravity Asset Management, Inc. | 605 | $17.4K |
| −202 |
| Reduced |
| 5 | Westside Investment Management, Inc. | 257 | $7.5K | 0 | Held |
| 6 | Financially Speaking Inc | 218 | $6.3K | +7 | Added |
| 7 | Game Plan Financial Advisors, LLC | 61 | $1.8K | 0 | Held |
| 8 | Coston, Mcisaac & Partners | 2.5K | $71 | +66 | Added |