Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LANTERN WEALTH ADVISORS LLC | COM | 901 | $3,020,733 | 43,906 | 0.00 | 43,906 | +Inf | 12-31-2023 | |
| REGENTATLANTIC CAPITAL LLC | COM | 902 | $3,152,000 | 43,854 | 0.09 | 0.08 | 4,840 | 12.41 | 09-30-2022 |
| ILLINOIS MUNICIPAL RETIREMENT FUND | COM | 903 | $3,172,000 | 43,850 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |
| BUTTONWOOD FINANCIAL ADVISORS INC | COM | 904 | $3,167,555 | 43,787 | 0.00 | 0.00 | 7,357 | 20.19 | 03-31-2024 |
