Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON FINANCIAL MANGEMENT LLC | COM | 2101 | $312,075 | 4,314 | 0.00 | 0.00 | -4,060 | -48.48 | 03-31-2024 |
| LEDYARD NATIONAL BANK | Com | 2102 | $295,840 | 4,300 | 0.00 | 0.00 | -2,641 | -38.05 | 12-31-2023 |
| CALTON & ASSOCIATES INC | COM | 2103 | $310,266 | 4,289 | 0.00 | 4,289 | +Inf | 03-31-2024 | |
| BEAUMONT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 112 | 2.68 | 03-31-2024 |
