Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COASTWISE CAPITAL GROUP LLC | COM | 1851 | $458,539 | 6,339 | 0.00 | 0.00 | 1,025 | 19.29 | 03-31-2024 |
| PERPETUAL LTD | COM | 1852 | $434,197 | 6,311 | 0.00 | 0.00 | -3,566 | -36.10 | 12-31-2023 |
| FAMILY LEGACY INC | COM | 1853 | $456,465 | 6,310 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARDEN TRUST CO | COMMON STOCK | 1854 | $456,323 | 6,308 | 0.00 | 0.00 | -900 | -12.49 | 03-31-2024 |
