Institutional shares held 175 Million
0 calls
0 puts
Total value of holdings $4.09B
$0 calls
$0 puts
# of Institutions 707


Latest Institutional Activity in SCHZ

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 3.95M ($92.5M)
Q4 2025
Charles Schwab Trust CO Shares Held: 6.22M ($145M)
Q4 2025
Asempa Wealth Advisors Shares Held: 23.1K ($540K)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 320K ($7.49M)
Q4 2025
Tactive Advisors, LLC Shares Held: 112K ($2.63M)

Top Sells

Q4 2025
Stonekeep Investments, LLC Shares Held: 0 ($0)
Q4 2025
Marotta Asset Management Shares Held: 275K ($6.43M)
Q4 2025
Firethorn Wealth Partners, LLC Shares Held: 85.1K ($1.99M)
Q4 2025
Ridgeline Wealth, LLC Shares Held: 20.9K ($489K)
Q4 2025
Private Client Services, LLC Shares Held: 11K ($257K)

About SCHZ

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