Institutional Owners for SCHW
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RIVERVIEW TRUST CO | Com | Liquidated | $184,829 | 2,555 | 0.00 | 0.00 | 2,555 | +Inf | 03-31-2024 |
| GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 123 | 5.32 | 03-31-2024 |
| CANANDAIGUA NATIONAL CORP | Com | 2353 | $202,000 | 2,424 | 0.03 | 2,424 | +Inf | 12-31-2022 | |
| ROWLANDMILLER & PARTNERSADV | COM | 2354 | $172,530 | 2,385 | 0.00 | 2,385 | +Inf | 03-31-2024 |
