Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVE PLANNING | COM | 301 | $29,919,710 | 444,869 | 0.00 | 0.00 | 24,007 | 5.70 | 12-31-2023 |
| NOMURA ASSET MANAGEMENT CO LTD | COM | 302 | $31,188,000 | 433,937 | 0.20 | 0.16 | 14,686 | 3.50 | 09-30-2022 |
| DAVIS CAPITAL PARTNERS LLC | COM | 303 | $27,387,000 | 433,479 | 1.56 | 1.79 | 0 | 0.00 | 06-30-2022 |
| TRAN CAPITAL MANAGEMENT LP | CS | 304 | $31,338,484 | 433,211 | 0.00 | 0.00 | 243,695 | 128.59 | 03-31-2024 |
