Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 2651 | $16,349 | 226 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WESTSIDE INVESTMENT MANAGEMENT INC | COM | 2652 | $16,277 | 225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SMITH ASSET MANAGEMENT GROUP LP | Common Stock - Long | 2653 | $16,000 | 221 | 0.00 | 0.00 | -334 | -60.18 | 06-30-2021 |
| RFP FINANCIAL GROUP LLC | SCHW | 2654 | $15,915 | 220 | 0.00 | 0.00 | 56 | 34.15 | 03-31-2024 |
