Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALTA ADVISERS LTD | COM | 2151 | $289,360 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SANDERS MORRIS HARRIS LLC | COM | 2152 | $289,360 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | COM | 2153 | $274,942 | 3,995 | 0.00 | 3,995 | +Inf | 12-31-2023 | |
| FIRST BUSINESS FINANCIAL SERVICES INC | Common | 2154 | $226,380 | 3,994 | 0.00 | 0.04 | 179 | 4.69 | 06-30-2023 |
