CUSIP 80850L718
SCHWAB US LARGE-CAP GRO
2 institutions · $377.9K total · 21,558 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 19,942 | $349.6K | 92.50% | 2025-12-31 |
| 2 | Kohmann Bosshard Financial Services, LLC | 1,616 | $28.3K | 7.49% | 2025-12-31 |