CUSIP 808513AR6
THE CHARLES SCHWA VAR
2 institutions · $27.1K total · 25,003 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Kohmann Bosshard Financial Services, LLC | 25,000 | $24.5K | 99.98% | 2025-12-31 |
| 2 | Cornerstone Planning Group LLC | 3 | $2.6K | 0.01% | 2023-03-31 |