Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INTEGRATED INVESTMENT CONSULTANTS LLC | Stock | 1101 | $2,048,763 | 28,321 | 0.00 | 0.00 | 2,957 | 11.66 | 03-31-2024 |
| MARTIN CAPITAL ADVISORS LLP | COM | 1102 | $2,047,258 | 28,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| IFP ADVISORS INC | cs | 1103 | $1,944,239 | 28,259 | 0.00 | 0.00 | -20,454 | -41.99 | 12-31-2023 |
| RAYMOND JAMES TRUST NA | COMMON STOCK | 1104 | $2,041,509 | 28,221 | 0.00 | 0.00 | -1,068 | -3.65 | 03-31-2024 |
