Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RESEARCH & MANAGEMENT CO | com | 551 | $9,920,000 | 138,021 | 2.74 | 2.24 | 123 | 0.09 | 09-30-2022 |
| SANDY SPRING BANK | COM | 552 | $9,975,963 | 137,903 | 0.00 | 0.00 | -5,020 | -3.51 | 03-31-2024 |
| SAWGRASS ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,614 | -4.60 | 12-31-2023 |
| COUNTRY CLUB BANK /GFN | COM | 554 | $9,906,890 | 136,949 | 0.00 | 0.00 | 9,480 | 7.44 | 03-31-2024 |
