Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HOLDERNESS INVESTMENTS CO | COM | 2301 | $221,360 | 3,060 | 0.00 | 0.00 | 50 | 1.66 | 03-31-2024 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | COM | 2302 | $220,855 | 3,053 | 0.00 | 0.00 | -66 | -2.12 | 03-31-2024 |
| TRIUMPH CAPITAL MANAGEMENT | COM | 2303 | $220,585 | 3,048 | 0.00 | 0.00 | -451 | -12.89 | 03-31-2024 |
| BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 2304 | $220,392 | 3,046 | 0.00 | 3,046 | +Inf | 03-31-2024 |
