CUSIP 808509251
SCHWAB TARGET 2025
3 institutions · $226.6K total · 20,219 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 15,162 | $222.0K | 74.98% | 2025-12-31 |
| 2 | Vermillion Wealth Management, Inc. | 285 | $4.5K | 1.40% | 2025-09-30 |
| 3 | Coston, McIsaac & Partners | 4,772 | $69 | 23.60% | 2025-12-31 |