Institutional Owners for SCHW
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BARD FINANCIAL SERVICES INC COMMON STOCK Liquidated $0 0 0.00 27,500 +Inf 12-31-2023
CENTRAL TRUST CO COM 1102 $1,986,741 27,464 0.00 0.00 -6,242 -18.52 03-31-2024
AVIOR WEALTH MANAGEMENT LLC Stock 1103 $1,974,349 27,292 0.00 0.00 4,504 19.76 03-31-2024
BANCO SANTANDER SA COM 1104 $1,865,649 27,117 0.00 0.00 -8,628 -24.14 12-31-2023
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