Institutional shares held 10.5 Million
0 calls
0 puts
Total value of holdings $270M
$0 calls
$0 puts
# of Institutions 140


Latest Institutional Activity in SCHY

Top Purchases

Q1 2025
Charles Schwab Trust CO Shares Held: 221K ($5.64M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 11.9K ($304K)
Q1 2025
Tennessee Valley Asset Management Partners Shares Held: 9.31K ($238K)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 139K ($3.56M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 63.6K ($1.63M)

Top Sells

Q1 2025
West Oak Capital, LLC Shares Held: 1.47K ($37.6K)
Q1 2025
Cva Family Office, LLC Shares Held: 8.47K ($217K)
Q1 2025
Caldwell Sutter Capital, Inc. Shares Held: 3.09K ($79K)
Q4 2024
Souders Financial Advisors Shares Held: 124K ($3.16M)
Q4 2024
Summit Asset Management, LLC Shares Held: 669K ($17.1M)

About SCHY

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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