Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SYMMETRY PARTNERS LLC | COM | 1651 | $630,000 | 8,704 | 0.05 | 0.03 | -1,262 | -12.66 | 03-31-2024 |
| SONEN CAPITAL LLC | COM | 1652 | $597,872 | 8,690 | 0.00 | 0.00 | -1,247 | -12.55 | 12-31-2023 |
| HARBOR INVESTMENT ADVISORY LLC | Stock | 1653 | $183,610 | 8,684 | 0.00 | 0.00 | 1,331 | 18.10 | 03-31-2024 |
| NORTHWEST BANK & TRUST CO | FINANCIALS | 1654 | $595,314 | 8,655 | 0.00 | 0.00 | 98 | 1.15 | 12-31-2023 |
