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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
2001
Senvest Management
New York
– -$13.4M -206,515 Closed
LA
2002
LFL Advisers
Illinois
– -$12.9M -199,665 Closed
SPS
2003
Susquehanna Portfolio Strategies
Pennsylvania
– -$10M -154,318 Closed
PL
2004
Parkwood LLC
Ohio
– -$5.77M -89,073 Closed
STA
2005
Summit Trail Advisors
New York
– -$4.37M -67,351 Closed
FEG
2006
Financial Enhancement Group
Indiana
– -$3.28M -65,479 Closed
IMCOOI
2007
Investment Management Corp of Ontario (IMCO)
Canada
– -$3.26M -50,252 Closed
BBP
2008
Banco BTG Pactual
Brazil
– -$2.92M -45,000 Closed
C
2009
Certuity
Florida
– -$2.81M -43,299 Closed
FTDI
2010
First Trust Direct Indexing
Massachusetts
– -$2.75M -42,492 Closed
EIP
2011
Epoch Investment Partners
New York
– -$2.31M -35,642 Closed
AFM
2012
Anson Funds Management
Texas
– -$2.27M -35,000 Closed
AIC
2013
Aurora Investment Counsel
Georgia
– -$2M -30,786 Closed
CC
2014
Centiva Capital
New York
– -$1.82M -28,066 Closed
BA
2015
Bridgewater Associates
Connecticut
– -$1.75M -27,064 Closed
IR
2016
IAT Reinsurance
New York
– -$1.62M -25,000 Closed
BG
2017
Bollard Group
Massachusetts
– -$1.57M -24,246 Closed
AF
2018
Ally Financial
Michigan
– -$1.56M -24,000 Closed
DEA
2019
DoubleLine ETF Adviser
Florida
– -$1.52M -23,527 Closed
SM
2020
Soapstone Management
Maryland
– -$1.38M -21,250 Closed
SEC
2021
Seven Eight Capital
New York
– -$1.29M -19,870 Closed
DAS
2022
Dynamic Advisor Solutions
Arizona
– -$1.02M -15,777 Closed
CPRC
2023
Consolidated Portfolio Review Corp
New York
– -$1.02M -15,730 Closed
AC
2024
AXQ Capital
New Jersey
– -$981K -15,133 Closed
LCM
2025
Laurion Capital Management
New York
– -$972K -15,000 Closed
79 80
81
82 83