Institutional shares held 262 Million
104K calls
2.1K puts
Total value of holdings $7.2B
$2.84M calls
$57K puts
# of Institutions 1,337


Latest Institutional Activity in SCHA

Top Purchases

Q4 2025
Rmg Wealth Management LLC Shares Held: 5.08M ($139M)
Q4 2025
Fidelis I M, LLC Shares Held: 823K ($22.6M)
Q4 2025
Golden Reserve Retirement LLC Shares Held: 1.57M ($43.2M)
Q4 2025
Arnold Financial Planning LLC Shares Held: 238K ($6.52M)
Q4 2025
Merit Financial Group, LLC Shares Held: 636K ($17.5M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.41M ($121M)
Q4 2025
Game Plan Financial Advisors, LLC Shares Held: 104K ($2.85M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 866K ($23.7M)
Q4 2025
Summit Financial Strategies, Inc. Shares Held: 913K ($25M)
Q4 2025
Ubs Group Ag Shares Held: 4.02M ($110M)

About SCHA

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