Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 1701 | $597,529 | 8,260 | 0.00 | 0.00 | -860 | -9.43 | 03-31-2024 |
| RFG ADVISORY LLC | COM | 1702 | $592,883 | 8,196 | 0.00 | 0.00 | -29 | -0.35 | 03-31-2024 |
| GRAYPOINT LLC | Stock | 1703 | $592,819 | 8,195 | 0.00 | 0.00 | -51 | -0.62 | 03-31-2024 |
| BOLTWOOD CAPITAL MANAGEMENT | COM | 1704 | $591,886 | 8,182 | 0.00 | 0.00 | 215 | 2.70 | 03-31-2024 |
