Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GAMMA INVESTING LLC | Common Stock | 1451 | $989,901 | 13,684 | 0.00 | 0.00 | 2,161 | 18.75 | 03-31-2024 |
| THOROUGHBRED FINANCIAL SERVICES LLC | COM | Liquidated | $0 | 0 | 0.08 | 0.08 | -309 | -2.21 | 03-31-2024 |
| CITIZENS & NORTHERN CORP | COM | 1453 | $988,092 | 13,659 | 0.00 | 0.00 | -300 | -2.15 | 03-31-2024 |
| MERIT FINANCIAL GROUP LLC | COM | 1454 | $1,037,509 | 13,644 | 0.00 | 0.00 | -28,898 | -67.93 | 03-31-2024 |
