Institutional Owners for SCHW
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PAYPAY SECURITIES CORP COM 2851 $9,443 172 0.00 172 +Inf 09-30-2023
TRADEWINDS CAPITAL MANAGEMENT LLC COM 2852 $9,453 172 0.00 0.00 1 0.58 09-30-2023
CBIZ INVESTMENT ADVISORY SERVICES LLC COM 2853 $12,577 171 0.00 0.00 0 0.00 06-30-2024
GLOBAL TRUST ASSET MANAGEMENT LLC COM 2854 $12,601 171 0.00 0.00 0 0.00 06-30-2024
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