Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC | COM | 2651 | $19,000 | 343 | 0.01 | 0.01 | -8,413 | -96.08 | 06-30-2023 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 2653 | $24,090 | 333 | 0.00 | 333 | +Inf | 03-31-2024 | |
| JONES FINANCIAL COMPANIES LLLP | COM | 2654 | $23,872 | 330 | 0.00 | 0.00 | -15 | -4.35 | 03-31-2024 |
