Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VESTMARK ADVISORY SOLUTIONS INC | COM | 851 | $3,497,691 | 49,969 | 0.00 | 0.00 | 10,933 | 28.01 | 12-31-2023 |
| AMERICAN TRUST INVESTMENT ADVISORS LLC | COM | 852 | $3,422,250 | 49,742 | 0.00 | 0.00 | 2,102 | 4.41 | 12-31-2023 |
| MARIETTA WEALTH MANAGEMENT LLC | COM | 853 | $3,572,945 | 49,391 | 0.00 | 0.00 | 248 | 0.50 | 03-31-2024 |
| DAI-ICHI LIFE INSURANCE COMPANY LTD | COM | 854 | $2,780,211 | 49,051 | 0.00 | 0.00 | -18,000 | -26.85 | 06-30-2023 |
