Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BYRNE ASSET MANAGEMENT LLC | COM | 2551 | $59,825 | 827 | 0.00 | 0.04 | 0 | 0.00 | 03-31-2024 |
| CARROLL FINANCIAL ASSOCIATES INC | Stock | 2552 | $70,000 | 818 | 0.00 | 0.00 | -200 | -19.65 | 12-31-2021 |
| ST JAMES INVESTMENT ADVISORS LLC | COM | 2553 | $59,000 | 815 | 0.13 | 0.07 | 280 | 52.34 | 09-30-2022 |
| LENOX WEALTH ADVISORS LLC | COM | 2554 | $66,000 | 814 | 0.01 | 0.01 | -49 | -5.68 | 03-31-2022 |
