Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LINCOLN CAPITAL CORP | COM | 851 | $3,489,876 | 50,725 | 0.00 | 0.00 | -44,062 | -46.49 | 12-31-2023 |
| AE WEALTH MANAGEMENT LLC | COM | 852 | $3,660,711 | 50,605 | 0.00 | 0.00 | -133,610 | -72.53 | 03-31-2024 |
| STRATOS WEALTH PARTNERS LTD | COM | 853 | $3,656,135 | 50,540 | 0.00 | 0.00 | -1,552 | -2.98 | 03-31-2024 |
| WILLIAM ALLAN CORP | COM | 854 | $3,656,000 | 50,534 | 0.00 | 0.00 | 1,009 | 2.04 | 03-31-2024 |
