Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NAVALIGN LLC | COM | 1551 | $805,845 | 11,140 | 0.00 | 0.00 | 483 | 4.53 | 03-31-2024 |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | COM | 1552 | $765,400 | 11,125 | 0.00 | 0.00 | -1,171 | -9.52 | 12-31-2023 |
| WASHBURN CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 11,114 | +Inf | 03-31-2024 | |
| FIRST CAPITAL ADVISORS GROUP LLC | COM | 1554 | $629,942 | 11,114 | 0.00 | 0.00 | -296 | -2.59 | 06-30-2023 |
