Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SEMUS WEALTH PARTNERS LLC | COM | 2251 | $244,719 | 3,383 | 0.00 | 0.00 | 11 | 0.33 | 03-31-2024 |
| LEGACY FINANCIAL ADVISORS INC | Stock | 2252 | $244,075 | 3,374 | 0.00 | 0.00 | -667 | -16.51 | 03-31-2024 |
| CLEAR CREEK FINANCIAL MANAGEMENT LLC | COM | 2253 | $243,279 | 3,363 | 0.00 | 3,363 | +Inf | 03-31-2024 | |
| CYPRESS CAPITAL GROUP | COM | 2254 | $242,990 | 3,359 | 0.00 | 0.00 | -725 | -17.75 | 03-31-2024 |
