Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PETERSON WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 6,880 | +Inf | 03-31-2024 | |
| QSEMBLE CAPITAL MANAGEMENT LP | COM | Liquidated | $497,410 | 6,876 | 0.00 | 6,876 | +Inf | 03-31-2024 | |
| GREYSTONE FINANCIAL GROUP LLC | COM | 1803 | $497,338 | 6,875 | 0.00 | 0.00 | 1,013 | 17.28 | 03-31-2024 |
| EXECUTIVE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,856 | +Inf | 03-31-2024 |
