Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIDELIS CAPITAL PARTNERS LLC | COM | 1851 | $406,609 | 5,910 | 0.00 | 0.00 | 2,245 | 61.26 | 12-31-2023 |
| STEEL GROVE CAPITAL ADVISORS LLC | COM | 1852 | $405,920 | 5,900 | 0.00 | 0.00 | -229 | -3.74 | 12-31-2023 |
| AVALON CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 5,895 | +Inf | 03-31-2024 | |
| CAPITAL INVESTMENT ADVISORS LLC | COM | 1854 | $426,353 | 5,894 | 0.00 | 0.00 | 655 | 12.50 | 03-31-2024 |
