Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PLANNING CAPITAL MANAGEMENT CORP | COM | Liquidated | $0 | 0 | 0.00 | 58 | +Inf | 03-31-2024 | |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | COM | 2952 | $3,747 | 57 | 0.00 | 57 | +Inf | 06-30-2024 | |
| FOCUSED WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -17 | -23.29 | 03-31-2024 |
| VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 2954 | $3,000 | 53 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
