CUSIP 808509830SCHWAB MUTL FUNDSSWISXQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Fulton Bank, N.A. | 40.9K | $1.18M |
| 2 | North Star Asset Management Inc | 11.8K | $338.8K |
| 3 | Coastwise Capital Group, LLC | 7.1K | $202.6K |
| 4 | Financial Gravity Asset Management, Inc. | 605 | $17.4K |
| 5 | Westside Investment Management, Inc. | 257 | $7.5K |
| 6 | Financially Speaking Inc | 218 | $6.3K |
| 7 | Game Plan Financial Advisors, LLC | 61 | $1.8K |
| 8 | Coston, Mcisaac & Partners | 2.5K | $71 |