CUSIP 808513BD6
CHARLES SCHWAB CORP
4 institutions · $540.3K total · 280,440 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ORG Partners LLC | 440 | $421.0K | 0.15% | 2023-09-30 |
| 2 | Montecito Bank & Trust | 100,000 | $99.6K | 35.65% | 2025-03-31 |
| 3 | JAG CAPITAL MANAGEMENT, LLC | 20,000 | $19.6K | 7.13% | 2023-09-30 |
| 4 | DAVIS R M INC | 160,000 | $156 | 57.05% | 2023-03-31 |