Institutional shares held 386 Million
4.7K calls
0 puts
Total value of holdings $10.3B
$125K calls
$0 puts
# of Institutions 759


Latest Institutional Activity in SCHP

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.57M ($68.9M)
Q4 2025
Life Guide Financial Advisors, LLC Shares Held: 1.84M ($49.2M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 914K ($24.5M)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 82.4K ($2.21M)
Q4 2025
Marotta Asset Management Shares Held: 507K ($13.6M)

Top Sells

Q4 2025
Procyon Advisors, LLC Shares Held: 317K ($8.5M)
Q4 2025
Zynergy Retirement Planning Llc Shares Held: 424K ($11.4M)
Q4 2025
True Wealth Advisors, LLC Shares Held: 48.4K ($1.3M)
Q4 2025
Wedmont Private Capital Shares Held: 8.36K ($224K)
Q4 2025
Hardin Capital Partners, LLC Shares Held: 10.3K ($276K)

About SCHP

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