Institutional shares held 404 Million
34.3K calls
1.2K puts
Total value of holdings $9.71B
$825K calls
$28K puts
# of Institutions 1,362


Latest Institutional Activity in SCHX

Top Purchases

Q4 2024
Blue Sky Wealth Advisors, LLC Shares Held: 5.99M ($144M)
Q4 2024
Orgel Wealth Management, LLC Shares Held: 4.63M ($111M)
Q4 2024
Marcum Wealth, LLC Shares Held: 3.72M ($89.6M)
Q4 2024
Charles Schwab Trust CO Shares Held: 3.56M ($85.7M)
Q4 2024
Bangor Savings Bank Shares Held: 3.51M ($84.4M)

Top Sells

Q4 2024
Veery Capital, LLC Shares Held: 78.5K ($1.89M)
Q4 2024
Diversify Advisory Services, LLC Shares Held: 126K ($3.02M)
Q4 2024
Accurate Wealth Management, LLC Shares Held: 19.3K ($465K)
Q4 2024
Mutual Advisors, LLC Shares Held: 235K ($5.66M)
Q3 2024
Dravo Bay LLC Shares Held: 17.7K ($427K)

About SCHX

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