Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PHOENIX HOLDINGS LTD | COM | 1451 | $985,505 | 13,214 | 0.00 | 13,214 | +Inf | 12-31-2023 | |
| ARGI INVESTMENT SERVICES LLC | COM | 1452 | $945,000 | 13,154 | 0.03 | 0.03 | 801 | 6.48 | 09-30-2022 |
| HARDY REED LLC | COM | 1453 | $950,910 | 13,145 | 0.00 | 0.00 | -951 | -6.75 | 03-31-2024 |
| PORTFOLIO STRATEGIES INC | COM | 1454 | $950,910 | 13,145 | 0.00 | 13,145 | +Inf | 03-31-2024 |
