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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 808509442

SCHWAB CAP TR

11 institutions · $22.1M total · 689,092 shares

#ManagerSharesValue% of TotalPeriod
1Fulton Bank, N.A.642,690$20.6M93.26%2025-12-31
2FIRST MERCHANTS CORP26,647$854.6K3.86%2025-12-31
3Garton & Associates Financial Advisors LLC11,638$373.2K1.68%2025-12-31
4Oakworth Capital, Inc.3,376$108.3K0.48%2025-12-31
5Brooklyn Investment Group2,841$82.9K0.41%2025-06-30
6Strategic Investment Solutions, Inc. /IL570$12.3K0.08%2023-09-30
7Laffer Tengler Investments318$8.4K0.04%2024-06-30
8MFA Wealth Advisors, LLC267$7.6K0.03%2024-09-30
9Luminist Capital LLC159$4.4K0.02%2025-03-31
10Fairfield Financial Advisors, LTD13$3680.00%2024-12-31
11West Oak Capital, LLC573$1510.08%2025-09-30