Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VIDENT ADVISORY LLC | COM | 1201 | $1,671,899 | 23,110 | 0.00 | 0.00 | 5,355 | 30.16 | 03-31-2024 |
| KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -228,681 | -90.83 | 03-31-2024 |
| FIRST TRUST DIRECT INDEXING LP | COM | 1203 | $1,304,532 | 23,016 | 0.00 | 0.00 | 866 | 3.91 | 06-30-2023 |
| HARBOR CAPITAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 116 | 0.51 | 03-31-2024 |
