Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT ADVISORY INC | COM | 2201 | $238,203 | 3,462 | 0.00 | 3,462 | +Inf | 12-31-2023 | |
| ALMANACK INVESTMENT PARTNERS LLC | COM | 2202 | $238,048 | 3,460 | 0.00 | 3,460 | +Inf | 12-31-2023 | |
| FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 2203 | $249,000 | 3,446 | 0.04 | 0.03 | 585 | 20.45 | 03-31-2024 |
| JACKSON HOLE CAPITAL PARTNERS LLC | COM | 2204 | $249,284 | 3,446 | 0.00 | 0.00 | -4,612 | -57.24 | 03-31-2024 |
