CUSIP 808509244
SCHWAB TARGET 2035
4 institutions · $299.7K total · 37,313 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 14,370 | $267.1K | 38.51% | 2025-12-31 |
| 2 | Vermillion Wealth Management, Inc. | 1,665 | $32.3K | 4.46% | 2025-09-30 |
| 3 | APPLETON PARTNERS INC/MA | 15,610 | $217 | 41.83% | 2023-03-31 |
| 4 | Coston, McIsaac & Partners | 5,668 | $105 | 15.19% | 2025-12-31 |