CUSIP 808513865
CHARLES SCHWAB CORP NEW DEP SHS
12 institutions · $1.7M total · 135,969 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 36,750 | $694.6K | 27.02% | 2025-06-30 |
| 2 | Sterling Capital Management LLC | 30,850 | $578.4K | 22.68% | 2025-12-31 |
| 3 | FIRST MERCHANTS CORP | 14,995 | $334.9K | 11.02% | 2024-09-30 |
| 4 | NBC SECURITIES, INC. | 2,754 | $51.6K | 2.02% | 2025-12-31 |
| 5 | VIMA LLC | 1,440 | $27.8K | 1.05% | 2024-03-31 |
| 6 | PNC Financial Services Group, Inc. | 1,465 | $27.5K | 1.07% | 2025-12-31 |
| 7 | D L CARLSON INVESTMENT GROUP INC | 30,810 | $595 | 22.65% | 2023-06-30 |
| 8 | ROANOKE ASSET MANAGEMENT CORP/ NY | 16,000 | $357 | 11.76% | 2024-09-30 |
| 9 | Tradition Wealth Management, LLC | 254 | $5 | 0.18% | 2023-06-30 |
| 10 | RESOURCES MANAGEMENT CORP /CT/ /ADV | 100 | $2 | 0.07% | 2023-12-31 |
| 11 | COMERICA BANK | 471 | $1 | 0.34% | 2023-09-30 |
| 12 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 80 | $1 | 0.05% | 2023-12-31 |