Institutional shares held 142 Million
28.1K calls
200 puts
Total value of holdings $3.8B
$754K calls
$5K puts
# of Institutions 780


Latest Institutional Activity in SCHE

Top Purchases

Q4 2024
Boyd Wealth Management, LLC Shares Held: 467K ($12.5M)
Q4 2024
White & CO Financial Planning Inc Shares Held: 134K ($3.59M)
Q4 2024
Orgel Wealth Management, LLC Shares Held: 1.79M ($48M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 2.38M ($63.8M)
Q4 2024
Bcs Wealth Management Shares Held: 40.4K ($1.08M)

Top Sells

Q4 2024
Olio Financial Planning Shares Held: 72.1K ($1.93M)
Q4 2024
Ballentine Partners, LLC Shares Held: 715K ($19.2M)
Q4 2024
Fidelis I M, LLC Shares Held: 101K ($2.7M)
Q4 2024
Marotta Asset Management Shares Held: 190K ($5.1M)
Q4 2024
Embree Financial Group Shares Held: 114K ($3.05M)

About SCHE

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