Institutional shares held 168 Million
200 calls
1.5K puts
Total value of holdings $3.88B
$4K calls
$34K puts
# of Institutions 686


Latest Institutional Activity in SCHZ

Top Purchases

Q1 2025
Pioneer Wealth Management Group Shares Held: 1.97M ($45.1M)
Q1 2025
Bond & Devick Financial Network, Inc. Shares Held: 640K ($14.7M)
Q1 2025
Hengehold Capital Management LLC Shares Held: 2.35M ($53.9M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 3.69M ($84.6M)
Q1 2025
Total Wealth Planning, LLC Shares Held: 3.75M ($85.9M)

Top Sells

Q1 2025
Charles Schwab Trust CO Shares Held: 5.41M ($124M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 157K ($3.61M)
Q1 2025
Marotta Asset Management Shares Held: 144K ($3.31M)
Q1 2025
Greenup Street Wealth Management LLC Shares Held: 21.5K ($492K)
Q1 2025
Brady Martz Wealth Solutions, LLC Shares Held: 362K ($8.3M)

About SCHZ

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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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