Institutional shares held 14.6 Million
0 calls
0 puts
Total value of holdings $469M
$0 calls
$0 puts
# of Institutions 117


Latest Institutional Activity in SCHQ

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 389K ($12.5M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 51.4K ($1.65M)
Q4 2025
Fermata Advisors, LLC Shares Held: 52.3K ($1.68M)
Q4 2025
Worth Asset Management, LLC Shares Held: 10.7K ($344K)
Q4 2025
Silverlake Wealth Management LLC Shares Held: 20.6K ($663K)

Top Sells

Q4 2025
Keystone Global Partners, LLC Shares Held: 33.5K ($1.08M)
Q4 2025
Mfg Wealth Management, Inc. Shares Held: 70.1K ($2.25M)
Q4 2025
Trust CO Of Vermont Shares Held: 355 ($11.4K)
Q3 2025
Ambassador Advisors, LLC Shares Held: 33.6K ($1.08M)
Q3 2025
Toroso Investments, LLC Shares Held: 444K ($14.3M)

About SCHQ

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