CUSIP 808509400
SCHWAB MARKETTRACK BALANCED
3 institutions · $452 total · 22,705 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 13,559 | $268 | 59.71% | 2025-12-31 |
| 2 | RE Dickinson Investment Advisors, LLC | 9,145 | $169 | 40.27% | 2023-09-30 |
| 3 | Brooklyn Investment Group | 1 | $15 | 0.00% | 2025-06-30 |