Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ICON ADVISERS INC/CO | COM | 2901 | $8,843 | 120 | 0.00 | 120 | +Inf | 06-30-2024 | |
| CENTER FOR FINANCIAL PLANNING INC | COM | 2902 | $8,696 | 118 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BFSG LLC | COM | 2903 | $8,696 | 118 | 0.00 | 0.00 | -82 | -41.00 | 06-30-2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 2904 | $8,548 | 116 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
