Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OARSMAN CAPITAL INC | Stock | 2201 | $255,042 | 3,707 | 0.00 | 3,707 | +Inf | 12-31-2023 | |
| CASSADAY & CO WEALTH MANAGEMENT LLC | COM | 2202 | $267,803 | 3,702 | 0.00 | 0.00 | 14 | 0.38 | 03-31-2024 |
| BEAUMONT FINANCIAL PARTNERS LLC | COM | 2203 | $266,000 | 3,700 | 0.03 | 0.02 | 25 | 0.68 | 09-30-2022 |
| BLACKDIAMOND WEALTH MANAGEMENT LLC | COM | 2204 | $267,009 | 3,691 | 0.00 | 0.00 | -509 | -12.12 | 03-31-2024 |
