Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EDGE CAPITAL GROUP LLC | Stock | 1651 | $651,349 | 9,004 | 0.00 | 0.00 | -591 | -6.16 | 03-31-2024 |
| PETERSON WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 158 | 1.79 | 12-31-2023 |
| KEYSTONE FINANCIAL SERVICES | COM | 1653 | $510,206 | 9,002 | 0.00 | 0.00 | 930 | 11.52 | 06-30-2023 |
| KNOLLWOOD INVESTMENT ADVISORY LLC | COM | 1654 | $651,060 | 9,000 | 0.00 | 9,000 | +Inf | 03-31-2024 |
