Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BALBOA WEALTH PARTNERS | COM | 1301 | $1,276,332 | 18,551 | 0.00 | 0.00 | 2,852 | 18.17 | 12-31-2023 |
| PFS INVESTMENTS INC | COMMON | 1302 | $1,333,000 | 18,541 | 0.02 | 0.02 | 1,730 | 10.29 | 09-30-2022 |
| MARSHALL WACE LLP | COMMON STOCK | 1303 | $1,050,224 | 18,529 | 0.00 | 18,529 | +Inf | 06-30-2023 | |
| DANA INVESTMENT ADVISORS INC | COM | 1304 | $1,274,726 | 18,528 | 0.00 | 0.00 | 1,733 | 10.32 | 12-31-2023 |
