CUSIP 808509848SCHWAB MUTL FUNDSSWSSXQ4 2025
Aggregate 13F value by quarter
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6 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Carret Asset Management, LLC | 12.7K | $506.9K | +13 | Added |
| 2 | Estabrook Capital Management | 780 | $31.1K | +9 | Added |
| 3 | Westside Investment Management, Inc. | 182 | $7.4K | 0 | Held |
| 4 | Dumont & Blake Investment Advisors LLC | 74.6K | $3.0K |
| −371 |
| Reduced |
| 5 | Fortune Financial Group, Inc. | 5.5K | $227 | +5.5K | New Position |
| 6 | Coston, Mcisaac & Partners | 1.6K | $62 | +14 | Added |