Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SENTRY INVESTMENT MANAGEMENT LLC | Common | 1401 | $1,130,000 | 15,622 | 0.44 | 0.46 | 0 | 0.00 | 03-31-2024 |
| GREAT VALLEY ADVISOR GROUP INC | COM | 1402 | $882,976 | 15,578 | 0.00 | 15,578 | +Inf | 06-30-2023 | |
| BURNS MATTESON CAPITAL MANAGEMENT LLC | Stock | 1403 | $853,217 | 15,541 | 0.00 | 15,541 | +Inf | 09-30-2023 | |
| WALDRON PRIVATE WEALTH LLC | COM | 1404 | $1,110,346 | 15,349 | 0.00 | 0.05 | -224 | -1.44 | 03-31-2024 |
