Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SILVIA MCCOLL WEALTH MANAGEMENT LLC | COM | 2351 | $205,166 | 2,886 | 0.00 | 2,886 | +Inf | 03-31-2024 | |
| CONCORD WEALTH PARTNERS | COM | 2352 | $208,556 | 2,883 | 0.00 | 0.00 | -1,913 | -39.89 | 03-31-2024 |
| FINANCIAL ARCHITECTS INC | COM | 2353 | $206,000 | 2,873 | 0.04 | 2,873 | +Inf | 09-30-2022 | |
| ROCKY MOUNTAIN ADVISERS LLC | COM | 2354 | $206,531 | 2,855 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
