Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2451 | $92,054 | 1,338 | 0.00 | 1,338 | +Inf | 12-31-2023 | |
| NORTHWEST FINANCIAL ADVISORS | COM | 2452 | $95,841 | 1,325 | 0.00 | 0.00 | 27 | 2.08 | 03-31-2024 |
| PRIVATE CAPITAL GROUP LLC | Common Stock | 2453 | $96,000 | 1,319 | 0.02 | 0.02 | 266 | 25.26 | 06-30-2021 |
| REILLY FINANCIAL ADVISORS LLC | COM | 2454 | $110,000 | 1,312 | 0.01 | 0.01 | 26 | 2.02 | 12-31-2021 |
