Institutional Owners for SCHW
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
KINNERET ADVISORY LLC COM Liquidated $0 0 0.00 0.00 -15 -0.06 03-31-2024
CORIENT CAPITAL PARTNERS LLC COM 1152 $1,610,000 25,483 0.12 0.14 477 1.91 09-30-2022
TEALWOOD ASSET MANAGEMENT INC COM 1153 $1,842,000 25,467 0.83 0.84 -13 -0.05 03-31-2024
HORIZON INVESTMENTS LLC COM 1154 $1,829,321 25,372 0.00 0.00 14,891 142.08 03-31-2024
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