Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SFMG LLC | COM | 801 | $4,062,354 | 56,156 | 0.00 | 0.00 | 1,243 | 2.26 | 03-31-2024 |
| FIDUCIARY GROUP LLC | COM | 802 | $3,857,381 | 56,067 | 0.00 | 0.00 | -4,379 | -7.24 | 12-31-2023 |
| NIKKO ASSET MANAGEMENT AMERICAS INC | COM | 803 | $2,960,021 | 56,061 | 0.00 | 0.06 | -5,939 | -9.58 | 03-31-2023 |
| UNIVEST FINANCIAL CORP | COM | 804 | $4,041,708 | 55,871 | 0.00 | 55,871 | +Inf | 03-31-2024 |
