Ticker: SWDRX CUSIP: 808509541 Class: SCHWAB MUTL FUNDS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Ethos Financial Group, LLC | 10,631 | $181 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Coston, McIsaac & Partners | 6,169 | 6,532 | +363 (+5.9%) |