CUSIP 808509855SCHWAB MUTL FUNDSSWPPXQ4 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 | Ferguson Wellman Capital Management, Inc | 4.04M | $70.87M |
| 2 | Ethos Financial Group, LLC | 162.4K | $2.85M |
| 3 | Williams Jones Wealth Management, LLC. | 90.9K | $1.59M |
| 4 | North Star Asset Management Inc | 63.4K | $1.11M |
| 5 | Carret Asset Management, LLC | 49.0K | $859.4K |
| 6 | Edgar Lomax Co/Va | 48.3K | $846.6K |
| 7 | Staley Capital Advisers Inc | 47.9K | $840.6K |
| 8 | Coastwise Capital Group, LLC | 37.5K | $657.7K |
| 9 |
| Jackson Wealth Management, LLC |
| 30.7K |
| $538.0K |
| 10 | Moody Lynn & Lieberson, LLC | 28.1K | $493.4K |