Institutional Owners for SCHW
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ADDISON ADVISORS LLC COM 1901 $398,956 5,515 0.00 0.00 -30 -0.54 03-31-2024
ASTRANTUS LTD COM 1902 $464,000 5,500 0.78 5,500 +Inf 03-31-2022
ABERDEEN WEALTH MANAGEMENT LLC COM 1903 $299,971 5,464 0.00 0.00 2 0.04 09-30-2023
YARBROUGH CAPITAL LLC COM 1904 $394,542 5,454 0.00 5,454 +Inf 03-31-2024
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