Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RIDGECREST WEALTH PARTNERS LLC | COM | 1901 | $415,304 | 5,741 | 0.00 | 0.00 | 63 | 1.11 | 03-31-2024 |
| WELCH & FORBES LLC | COM | 1902 | $394,979 | 5,741 | 0.00 | 0.00 | -56 | -0.97 | 12-31-2023 |
| BANK OF MARIN | COM | 1903 | $414,797 | 5,734 | 0.00 | 0.00 | 1,867 | 48.28 | 03-31-2024 |
| ROSENBERG MATTHEW HAMILTON | Stock | 1904 | $314,522 | 5,729 | 0.00 | 0.00 | -158 | -2.68 | 09-30-2023 |
