Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MARSHALL & SULLIVAN INC /WA/ | COM | 701 | $5,434,650 | 78,992 | 0.00 | 0.00 | -122 | -0.15 | 12-31-2023 |
| HOYLECOHEN LLC | COM | 702 | $5,395,562 | 78,424 | 0.00 | 0.00 | -618 | -0.78 | 12-31-2023 |
| PRIVATE ADVISORY GROUP LLC | COM | 703 | $5,380,298 | 78,202 | 0.00 | 0.00 | -6,866 | -8.07 | 12-31-2023 |
| TWIN LAKES CAPITAL MANAGEMENT LLC | COM | 704 | $4,262,387 | 77,639 | 0.00 | 3.19 | -1,076 | -1.37 | 09-30-2023 |
