Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS HOFFMAN & COMPANY LLC | Stock | 1251 | $1,483,736 | 20,511 | 0.00 | 0.00 | -942 | -4.39 | 03-31-2024 |
| V-SQUARE QUANTITATIVE MANAGEMENT LLC | A | 1252 | $1,483,693 | 20,510 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.29 | 0.43 | -14,674 | -41.74 | 12-31-2023 |
| ROBERTS WEALTH ADVISORS LLC | COM | 1254 | $4,005,000 | 20,456 | 0.62 | 0.00 | 220 | 1.09 | 12-31-2023 |
