Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| IAG WEALTH PARTNERS LLC | Common Stock | 2501 | $60,983 | 843 | 0.00 | 0.00 | 473 | 127.84 | 03-31-2024 |
| BYRNE ASSET MANAGEMENT LLC | COM | 2502 | $59,825 | 827 | 0.00 | 0.04 | 0 | 0.00 | 03-31-2024 |
| CARROLL FINANCIAL ASSOCIATES INC | Stock | 2503 | $70,000 | 818 | 0.00 | 0.00 | -200 | -19.65 | 12-31-2021 |
| ST JAMES INVESTMENT ADVISORS LLC | COM | 2504 | $59,000 | 815 | 0.13 | 0.07 | 280 | 52.34 | 09-30-2022 |
