Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRILLIUM ASSET MANAGEMENT LLC | COM | 1951 | $352,000 | 5,111 | 0.00 | 5,111 | +Inf | 12-31-2023 | |
| MINOT WEALTH MANAGEMENT LLC | COM | 1952 | $430,000 | 5,103 | 0.09 | 5,103 | +Inf | 03-31-2022 | |
| RELYEA ZUCKERBERG HANSON LLC | COM | 1953 | $368,436 | 5,093 | 0.00 | 0.00 | 214 | 4.39 | 03-31-2024 |
| KRS CAPITAL MANAGEMENT LLC | COM | 1954 | $367,640 | 5,082 | 0.00 | 0.00 | -188 | -3.57 | 03-31-2024 |
