CUSIP 808509533
SCHWAB TARGET 2040
3 institutions · $238.9K total · 13,078 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10,762 | $212.2K | 82.29% | 2025-12-31 |
| 2 | Vermillion Wealth Management, Inc. | 1,295 | $26.7K | 9.90% | 2025-09-30 |
| 3 | Coston, McIsaac & Partners | 1,021 | $20 | 7.80% | 2025-12-31 |