Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT | COM | 1301 | $1,374,003 | 18,994 | 0.00 | 0.00 | -607 | -3.10 | 03-31-2024 |
| ZULLO INVESTMENT GROUP INC | COM | 1302 | $1,305,824 | 18,980 | 0.00 | 0.00 | 3,878 | 25.68 | 12-31-2023 |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | COM | 1303 | $1,368,000 | 18,910 | 0.15 | 0.15 | 0 | 0.00 | 03-31-2024 |
| ROTHSCHILD INVESTMENT LLC /IL | COM | 1304 | $1,038,000 | 18,901 | 0.09 | 0.08 | 1,271 | 7.21 | 09-30-2023 |
