CUSIP 808509848SCHWAB MUTL FUNDSSWSSXQ4 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 | Carret Asset Management, LLC | 12.7K | $506.9K |
| 2 | Estabrook Capital Management | 780 | $31.1K |
| 3 | Westside Investment Management, Inc. | 182 | $7.4K |
| 4 | Dumont & Blake Investment Advisors LLC | 74.6K | $3.0K |
| 5 | Fortune Financial Group, Inc. | 5.5K | $227 |
| 6 | Coston, Mcisaac & Partners | 1.6K | $62 |