Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INSPIRE ADVISORS LLC | COM | 1351 | $1,192,377 | 17,331 | 0.00 | 0.00 | 7,201 | 71.09 | 12-31-2023 |
| COLDSTREAM CAPITAL MANAGEMENT INC | COM | 1352 | $1,191,039 | 17,312 | 0.00 | 0.00 | 3,447 | 24.86 | 12-31-2023 |
| PARAGON ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.32 | 1.00 | -39,300 | -69.46 | 12-31-2023 |
| FORUM FINANCIAL MANAGEMENT LP | COM | 1354 | $1,243,605 | 17,191 | 0.00 | 0.00 | 4,036 | 30.68 | 03-31-2024 |
