Institutional Owners for SCHW
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BUSEY BANK COMMON STOCK 451 $15,064,966 208,252 0.00 0.00 2,662 1.29 03-31-2024
MONTAG & CALDWELL LLC COM 452 $14,887,427 205,798 0.00 0.00 8,177 4.14 03-31-2024
DIVERSIFY ADVISORY SERVICES LLC COM 453 $14,705,917 203,205 0.00 203,205 +Inf 03-31-2024
GOODMAN FINANCIAL CORP Stock 454 $14,566,337 201,359 0.00 0.00 9,884 5.16 03-31-2024
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