Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LINDBROOK CAPITAL LLC | Stock | 1401 | $1,069,113 | 14,779 | 0.00 | 0.00 | -2,869 | -16.26 | 03-31-2024 |
| NICOLET ADVISORY SERVICES LLC | COM | 1402 | $991,979 | 14,755 | 0.00 | 0.00 | 623 | 4.41 | 12-31-2023 |
| GLOBAL ASSETS ADVISORY LLC | COM | 1403 | $203,000 | 14,657 | 0.01 | 14,657 | +Inf | 03-31-2024 | |
| LEBENTHAL GLOBAL ADVISORS LLC | COM | 1404 | $1,058,913 | 14,638 | 0.00 | 0.00 | 271 | 1.89 | 03-31-2024 |
