Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PRIVATE CAPITAL GROUP LLC | Common Stock | 2501 | $96,000 | 1,319 | 0.02 | 0.02 | 266 | 25.26 | 06-30-2021 |
| REILLY FINANCIAL ADVISORS LLC | COM | 2502 | $110,000 | 1,312 | 0.01 | 0.01 | 26 | 2.02 | 12-31-2021 |
| RETIREMENT GROUP LLC | COM | 2503 | $94,621 | 1,308 | 0.00 | 0.00 | -20 | -1.51 | 03-31-2024 |
| RAMIREZ ASSET MANAGEMENT INC | COM | 2504 | $94,042 | 1,300 | 0.00 | 0.00 | 200 | 18.18 | 03-31-2024 |
