CUSIP 808515480SCHWAB NON-SWEEP MMFSCOXXQ4 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 | Financially Speaking Inc | 2.50M | $2.50M |
| 2 | Financial Gravity Asset Management, Inc. | 2.24M | $2.24M |
| 3 | Jackson Wealth Management, LLC | 1.39M | $1.39M |
| 4 | Kohmann Bosshard Financial Services, LLC | 1 | $1 |