Institutional shares held 174 Million
0 calls
0 puts
Total value of holdings $4.08B
$0 calls
$0 puts
# of Institutions 707


Latest Institutional Activity in SCHZ

Top Purchases

Q3 2025
Modern Wealth Management, LLC Shares Held: 1.15M ($27M)
Q3 2025
Cetera Investment Advisers Shares Held: 1.64M ($38.4M)
Q3 2025
North Rock Partners, LLC Shares Held: 936K ($21.9M)
Q3 2025
Mount Yale Investment Advisors, LLC Shares Held: 775K ($18.1M)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 775K ($18.1M)

Top Sells

Q3 2025
Ameriprise Financial Inc Shares Held: 6.23M ($146M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 3.32M ($77.8M)
Q3 2025
Ubs Group Ag Shares Held: 691K ($16.2M)
Q3 2025
Ascent Group, LLC Shares Held: 336K ($7.86M)
Q3 2025
Resources Investment Advisors, Llc. Shares Held: 3.32M ($77.7M)

About SCHZ

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