Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK INC | COM | 651 | $6,784,784 | 98,616 | 0.00 | 0.00 | 29,717 | 43.13 | 12-31-2023 |
| BOOTHE INVESTMENT GROUP INC | COM | 652 | $7,134,000 | 98,615 | 3.60 | 3.05 | 373 | 0.38 | 03-31-2024 |
| EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 653 | $6,717,014 | 97,631 | 0.00 | 0.00 | 2,528 | 2.66 | 12-31-2023 |
| CREDIT AGRICOLE S A | COM | 654 | $7,079,169 | 97,068 | 0.00 | 0.00 | 48,860 | 101.35 | 03-31-2024 |
