Institutional shares held 860 Million
543K calls
113K puts
Total value of holdings $27.7B
$17.5M calls
$3.64M puts
# of Institutions 1,696


Latest Institutional Activity in SCHG

Top Purchases

Q4 2025
Bip Wealth, LLC Shares Held: 1.78M ($57.4M)
Q4 2025
Mor Wealth Management, LLC Shares Held: 864K ($27.9M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 2.37M ($76.5M)
Q4 2025
Leo Wealth, LLC Shares Held: 574K ($18.5M)
Q4 2025
Jb Global.Com LLC Shares Held: 563K ($18.2M)

Top Sells

Q4 2025
Retirement Guys Formula LLC Shares Held: 162K ($5.21M)
Q4 2025
Mather Group, Llc. Shares Held: 41.8M ($1.35B)
Q4 2025
Murphy, Middleton, Hinkle & Parker, Inc. Shares Held: 7.85K ($253K)
Q4 2025
Baring Financial LLC Shares Held: 21.7K ($701K)
Q4 2025
Diversified Trust CO Shares Held: 56.4K ($1.82M)

About SCHG

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