Institutional shares held 387 Million
0 calls
0 puts
Total value of holdings $9.72B
$0 calls
$0 puts
# of Institutions 517


Latest Institutional Activity in SCHR

Top Purchases

Q4 2025
Exchange Traded Concepts, LLC Shares Held: 4.03M ($101M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.68M ($67.3M)
Q4 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 3.66M ($91.8M)
Q4 2025
Davenport & CO LLC Shares Held: 1.34M ($33.7M)
Q4 2025
Cornerstone Wealth Advisors, Inc. Shares Held: 3.76M ($94.5M)

Top Sells

Q4 2025
Tradewinds Capital Management, LLC Shares Held: 1.29K ($32.5K)
Q4 2025
Archer Investment Management, LLC Shares Held: 405K ($10.2M)
Q4 2025
Sentinel Pension Advisors Inc Shares Held: 326K ($8.2M)
Q4 2025
Core Cap Advisors, LLC Shares Held: 30.6K ($768K)
Q4 2025
Stableford Capital Ii LLC Shares Held: 211K ($5.3M)

About SCHR

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