Ticker: SWAGX CUSIP: 808517718 Class: SCHWAB MUTL FUNDS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Vestwell Advisors, LLC | 54,396 | $491 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| C M BIDWELL & ASSOCIATES LTD | 1,588 | 1,604 | +16 (+1.0%) |
| Coston, McIsaac & Partners | 1,896 | 1,916 | +20 (+1.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Vermillion Wealth Management, Inc. | 506,228 | $4,576 |