Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KLCM ADVISORS INC | COM | 2051 | $328,279 | 4,538 | 0.00 | 4,538 | +Inf | 03-31-2024 | |
| VIOLICH CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.04 | 0.10 | -6,550 | -59.12 | 12-31-2023 |
| ACCURATE WEALTH MANAGEMENT LLC | COM | 2053 | $242,786 | 4,522 | 0.00 | 0.00 | 234 | 5.46 | 09-30-2023 |
| PALLAS CAPITAL ADVISORS LLC | COM | 2054 | $326,253 | 4,510 | 0.00 | 0.00 | -2,486 | -35.53 | 03-31-2024 |
