Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KAIZEN FINANCIAL STRATEGIES | COM | 2001 | $331,827 | 4,823 | 0.00 | 0.00 | -2,110 | -30.43 | 12-31-2023 |
| MIZUHO MARKETS CAYMAN LP | COM | 2002 | $331,478 | 4,818 | 0.00 | 0.00 | -21,718 | -81.84 | 12-31-2023 |
| HALL CAPITAL MANAGEMENT CO INC | COM | 2003 | $348,281 | 4,815 | 0.00 | 0.00 | -14,202 | -74.68 | 03-31-2024 |
| ARLINGTON FINANCIAL ADVISORS LLC | COM | 2004 | $330,928 | 4,810 | 0.00 | 4,810 | +Inf | 12-31-2023 |
