Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SJS INVESTMENT CONSULTING INC | COM | 2551 | $40,222 | 556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KB FINANCIAL PARTNERS LLC | COM | 2552 | $29,000 | 524 | 0.01 | 0.25 | -15,438 | -96.72 | 09-30-2023 |
| SRS CAPITAL ADVISORS INC | COM | 2553 | $35,381 | 514 | 0.00 | 0.00 | 197 | 62.15 | 12-31-2023 |
| PROVIDENCE CAPITAL ADVISORS LLC | COM | 2554 | $27,560 | 502 | 0.00 | 502 | +Inf | 09-30-2023 |
