Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ADIRONDACK TRUST CO | FINANCIALS | 2751 | $12,513 | 173 | 0.00 | 0.00 | 8 | 4.85 | 03-31-2024 |
| PAYPAY SECURITIES CORP | COM | 2752 | $9,443 | 172 | 0.00 | 172 | +Inf | 09-30-2023 | |
| TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 2753 | $9,453 | 172 | 0.00 | 0.00 | 1 | 0.58 | 09-30-2023 |
| CBIZ INVESTMENT ADVISORY SERVICES LLC | COM | 2754 | $12,346 | 171 | 0.00 | 171 | +Inf | 03-31-2024 |
