Institutional shares held 1.14 Billion
64.2K calls
12K puts
Total value of holdings $30.1B
$1.7M calls
$318K puts
# of Institutions 1,633


Latest Institutional Activity in SCHX

Top Purchases

Q4 2025
Argent Capital Management LLC Shares Held: 304K ($8.07M)
Q4 2025
Maridea Wealth Management LLC Shares Held: 89.1K ($2.36M)
Q4 2025
Charles Schwab Trust CO Shares Held: 4.21M ($112M)
Q4 2025
Murphy, Middleton, Hinkle & Parker, Inc. Shares Held: 29.2K ($776K)
Q4 2025
Investors Research Corp Shares Held: 741K ($19.7M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 19.1M ($507M)
Q4 2025
Sprinkle Financial Consultants LLC Shares Held: 838K ($22.2M)
Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 958K ($25.4M)
Q4 2025
Wedmont Private Capital Shares Held: 129K ($3.41M)
Q4 2025
Appleton Partners Inc Shares Held: 1.85M ($49M)

About SCHX

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