Institutional shares held 46.4 Million
0 calls
0 puts
Total value of holdings $1.74B
$0 calls
$0 puts
# of Institutions 462


Latest Institutional Activity in SCHC

Top Purchases

Q1 2025
Mather Group, Llc. Shares Held: 1.16M ($43.3M)
Q1 2025
Fort Vancouver Investment Management, LLC Shares Held: 181K ($6.78M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 92.3K ($3.46M)
Q1 2025
Fund Evaluation Group, LLC Shares Held: 155K ($5.82M)
Q1 2025
Charles Schwab Trust CO Shares Held: 369K ($13.8M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 304K ($11.4M)
Q1 2025
Procyon Advisors, LLC Shares Held: 6.14K ($230K)
Q1 2025
Valley National Advisers Inc Shares Held: 98.6K ($3.69M)
Q1 2025
Bessemer Group Inc Shares Held: 594 ($22.2K)
Q1 2025
Embree Financial Group Shares Held: 57.8K ($2.16M)

About SCHC

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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