CUSIP 808509855SCHWAB MUTL FUNDSSWPPXQ4 2025
Aggregate 13F value by quarter
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25 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ferguson Wellman Capital Management, Inc | 4.04M | $70.87M | +151.3K | Added |
| 2 | Ethos Financial Group, LLC | 162.4K | $2.85M | −780 | Reduced |
| 3 | Williams Jones Wealth Management, LLC. | 90.9K | $1.59M | −5.8K | Reduced |
| 4 | North Star Asset Management Inc | 63.4K |
| $1.11M |
| +1.5K |
| Added |
| 5 | Carret Asset Management, LLC | 49.0K | $859.4K | +23.6K | Added |
| 6 | Edgar Lomax Co/Va | 48.3K | $846.6K | −473 | Reduced |
| 7 | Staley Capital Advisers Inc | 47.9K | $840.6K | 0 | Held |
| 8 | Coastwise Capital Group, LLC | 37.5K | $657.7K | +37.5K | New |
| 9 | Jackson Wealth Management, LLC | 30.7K | $538.0K | +337 | Added |
| 10 | Moody Lynn & Lieberson, LLC | 28.1K | $493.4K | 0 | Held |
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