Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 1151 | $1,819,000 | 24,984 | 0.36 | 24,984 | +Inf | 06-30-2021 | |
| CAPE INVESTMENT ADVISORY INC | COM | 1152 | $1,716,112 | 24,944 | 0.00 | 0.00 | 1,398 | 5.94 | 12-31-2023 |
| GOTHAM ASSET MANAGEMENT LLC | COM | 1153 | $1,568,000 | 24,821 | 0.05 | 0.08 | -4,895 | -16.47 | 06-30-2022 |
| GEOWEALTH MANAGEMENT LLC | COM | 1154 | $1,702,000 | 24,728 | 0.14 | 0.00 | 24,308 | 5787.62 | 12-31-2023 |
