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.

New Positions (2)

CARRET ASSET MANAGEMENT, LLC
Value ($000) $350 Shares 19,942
Kohmann Bosshard Financial Services, LLC
Value ($000) $28 Shares 1,616