Institutional shares held 178 Million
20.1K calls
81.7K puts
Total value of holdings $3.78B
$428K calls
$1.74M puts
# of Institutions 557


Latest Institutional Activity in SCHH

Top Purchases

Q1 2025
Grove Bank & Trust Shares Held: 173K ($3.69M)
Q1 2025
Charles Schwab Trust CO Shares Held: 1.21M ($25.8M)
Q1 2025
Pioneer Wealth Management Group Shares Held: 563K ($12M)
Q1 2025
Stockman Wealth Management, Inc. Shares Held: 76.3K ($1.63M)
Q1 2025
Ritholtz Wealth Management Shares Held: 29.9K ($636K)

Top Sells

Q1 2025
Farther Finance Advisors, LLC Shares Held: 61K ($1.3M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 356K ($7.59M)
Q1 2025
Bensler, LLC Shares Held: 18.7K ($399K)
Q1 2025
Rooted Wealth Advisors, Inc. Shares Held: 162K ($3.46M)
Q1 2025
Bangor Savings Bank Shares Held: 20.4K ($435K)

About SCHH

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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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