Institutional shares held 313 Million
104K calls
38.4K puts
Total value of holdings $7.6B
$2.52M calls
$932K puts
# of Institutions 702


Latest Institutional Activity in SCHO

Top Purchases

Q2 2025
Stephens Group Asset Management, LLC Shares Held: 1.88M ($45.6M)
Q2 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 3.25M ($78.8M)
Q2 2025
Access Financial Services, Inc. Shares Held: 634K ($15.4M)
Q2 2025
Diligent Investors, LLC Shares Held: 410K ($9.97M)
Q2 2025
Eaton Financial Holdings Company, LLC Shares Held: 322K ($7.83M)

Top Sells

Q2 2025
Mcf Advisors LLC Shares Held: 2.43M ($58.9M)
Q2 2025
Morningstar Investment Management LLC Shares Held: 1.68M ($40.8M)
Q2 2025
Inspire Investing, LLC Shares Held: 656K ($15.9M)
Q2 2025
Curran Financial Partners, LLC Shares Held: 90.5K ($2.2M)
Q2 2025
Dakota Wealth Management Shares Held: 181K ($4.4M)

About SCHO

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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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