Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUMMIT ASSET MANAGEMENT LLC | COM | 1501 | $995,847 | 13,514 | 0.00 | 0.00 | 250 | 1.88 | 06-30-2024 |
| SMITH MOORE & CO | COM | 1502 | $926,789 | 13,471 | 0.00 | 0.00 | -1,201 | -8.19 | 12-31-2023 |
| BROWN FINANCIAL ADVISORS | COM | 1503 | $990,467 | 13,441 | 0.00 | 13,441 | +Inf | 06-30-2024 | |
| SABAL TRUST CO | COM | 1504 | $761,609 | 13,437 | 0.00 | 13,437 | +Inf | 06-30-2023 |
