Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| JOURNEY ADVISORY GROUP LLC | COM | 1801 | $473,393 | 6,544 | 0.00 | 0.00 | 940 | 16.77 | 03-31-2024 |
| TOBAM | COM | 1802 | $473,000 | 6,539 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
| ARCATAUR CAPITAL MANAGEMENT LLC | COM | 1803 | $471,512 | 6,518 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LEGACY ADVISORS LLC | COM | 1804 | $471,150 | 6,513 | 0.00 | 0.00 | 346 | 5.61 | 03-31-2024 |
