Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL CONSULATE INC | COM | 2251 | $226,000 | 3,106 | 0.08 | 3,106 | +Inf | 06-30-2021 | |
| BREMER BANK NATIONAL ASSOCIATION | COM | 2252 | $224,688 | 3,106 | 0.00 | 3,106 | +Inf | 03-31-2024 | |
| LJI WEALTH MANAGEMENT LLC | COM | 2253 | $213,418 | 3,102 | 0.00 | 3,102 | +Inf | 12-31-2023 | |
| HOMRICH & BERG | COM | 2254 | $226,000 | 3,096 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |
