Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| 1832 ASSET MANAGEMENT LP | COM | 1551 | $594,951 | 10,837 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SEGALL BRYANT & HAMILL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -542 | -4.76 | 12-31-2023 |
| TCI WEALTH ADVISORS INC | COM | 1553 | $780,240 | 10,786 | 0.00 | 0.00 | -4,181 | -27.93 | 03-31-2024 |
| UNITED COMMUNITY BANK | COMMON STOCK | 1554 | $779,101 | 10,770 | 0.00 | 0.00 | -2,410 | -18.29 | 03-31-2024 |
