Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TEMPUS WEALTH PLANNING LLC | COM | 2001 | $340,206 | 4,703 | 0.00 | 0.00 | -1,277 | -21.35 | 03-31-2024 |
| HORAN SECURITIES INC | Stock | 2002 | $336,974 | 4,658 | 0.00 | 0.00 | 101 | 2.22 | 03-31-2024 |
| CURATED WEALTH PARTNERS LLC | COM | 2003 | $335,875 | 4,643 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 2004 | $334,283 | 4,621 | 0.00 | 0.00 | 2,645 | 133.86 | 03-31-2024 |
