Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COLONY GROUP LLC | Common | 951 | $2,249,000 | 39,675 | 0.03 | 0.03 | 3,818 | 10.65 | 06-30-2023 |
| ANCORA ADVISORS LLC | COM | 952 | $2,170,563 | 39,537 | 0.00 | 0.00 | -88 | -0.22 | 09-30-2023 |
| WEALTHSPIRE ADVISORS LLC | COM | 953 | $2,841,043 | 39,273 | 0.00 | 0.00 | 121 | 0.31 | 03-31-2024 |
| Y-INTERCEPT (HONG KONG) LTD | COM | 954 | $2,826,541 | 39,073 | 0.00 | 0.00 | 35,994 | 1169.02 | 03-31-2024 |
