Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ROVIN CAPITAL /UT/ /ADV | COM | 1601 | $730,000 | 10,093 | 0.30 | 0.33 | -646 | -6.02 | 03-31-2024 |
| WNY ASSET MANAGEMENT LLC | COM | 1602 | $728,947 | 10,077 | 0.00 | 0.00 | -250 | -2.42 | 03-31-2024 |
| OAK THISTLE LLC | COM | Liquidated | $0 | 0 | 0.00 | 10,052 | +Inf | 03-31-2024 | |
| REDMONT WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,700 | -14.48 | 03-31-2024 |
