Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ANGELES INVESTMENT ADVISORS LLC | COM | 1751 | $414,550 | 7,551 | 0.00 | 0.00 | -67 | -0.88 | 09-30-2023 |
| BEACH INVESTMENT COUNSEL INC/PA | COM | 1752 | $514,000 | 7,478 | 0.06 | 0.05 | 0 | 0.00 | 03-31-2024 |
| STEVENS CAPITAL MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.09 | 7,465 | +Inf | 12-31-2023 | |
| CORNERSTONE WEALTH MANAGEMENT LLC | COM | 1754 | $539,340 | 7,456 | 0.00 | 0.00 | 877 | 13.33 | 03-31-2024 |
