CUSIP 808517106
SCHWAB 1000 INDEX
10 institutions · $2.0M total · 178,486 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Eagle Bay Advisors LLC | 7,804 | $724.0K | 4.37% | 2023-12-31 |
| 2 | TWIN CAPITAL MANAGEMENT INC | 3,470 | $416.8K | 1.94% | 2025-03-31 |
| 3 | CANANDAIGUA NATIONAL BANK & TRUST CO | 3,470 | $392.3K | 1.94% | 2024-03-31 |
| 4 | Williams Jones Wealth Management, LLC. | 15,528 | $225.9K | 8.69% | 2025-12-31 |
| 5 | Kohmann Bosshard Financial Services, LLC | 6,466 | $94.1K | 3.62% | 2025-12-31 |
| 6 | Vermillion Wealth Management, Inc. | 4,949 | $71.4K | 2.77% | 2025-09-30 |
| 7 | Strategic Investment Solutions, Inc. /IL | 425 | $40.7K | 0.23% | 2023-09-30 |
| 8 | RE Dickinson Investment Advisors, LLC | 133,615 | $12.8K | 74.86% | 2023-09-30 |
| 9 | Garde Capital, Inc. | 1,577 | $199 | 0.88% | 2024-12-31 |
| 10 | Front Street Capital Management, Inc. | 1,182 | $135 | 0.66% | 2024-06-30 |