CUSIP 51855Q549
SCHWAB SELECT LARGE CAP GROWTH
2 institutions · $560.9K total · 77,325 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 28,175 | $559.8K | 36.43% | 2023-06-30 |
| 2 | RE Dickinson Investment Advisors, LLC | 49,150 | $1.1K | 63.56% | 2023-09-30 |