SCHWAB US LARGE-CAP GRO

Ticker: SWLGX CUSIP: 80850L718 Class: MFS

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
CARRET ASSET MANAGEMENT, LLC19,942$350
Kohmann Bosshard Financial Services, LLC1,616$28
Total (2 institutions)21,558$378