Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ADERO PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,918 | +Inf | 03-31-2024 | |
| TEAMWORK FINANCIAL ADVISORS LLC | COM | 2302 | $200,293 | 2,912 | 0.00 | 2,912 | +Inf | 12-31-2023 | |
| ASAHI LIFE ASSET MANAGEMENT CO LTD | Equity | Liquidated | $0 | 0 | 0.00 | 2,910 | +Inf | 03-31-2024 | |
| PEOPLE'S UNITED FINANCIAL INC | COM | 2304 | $245,000 | 2,904 | 0.01 | 0.01 | -1,129 | -27.99 | 03-31-2022 |
