Ticker: SWERX CUSIP: 808509533 Class: SCHWAB MUTL FUNDS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10,762 | $212 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Coston, McIsaac & Partners | 193 | 1,269 | +1,076 (+557.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Vermillion Wealth Management, Inc. | 1,295 | $27 |