Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP | COM | 2151 | $276,701 | 3,825 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REDWOOD INVESTMENT MANAGEMENT LLC | COM | 2152 | $263,000 | 3,820 | 0.02 | 3,820 | +Inf | 12-31-2023 | |
| WEST FAMILY INVESTMENTS INC | COM | 2153 | $262,678 | 3,818 | 0.00 | 0.00 | -317 | -7.67 | 12-31-2023 |
| PROSPERITAS FINANCIAL LLC | COM | 2154 | $275,924 | 3,814 | 0.00 | 0.00 | -528 | -12.16 | 03-31-2024 |
