Institutional shares held 245 Million
58.5K calls
4.8K puts
Total value of holdings $5.93B
$1.41M calls
$115K puts
# of Institutions 1,256


Latest Institutional Activity in SCHA

Top Purchases

Q1 2025
Natixis Advisors, L.P. Shares Held: 2.43M ($58.7M)
Q1 2025
Advisory Alpha, LLC Shares Held: 3.8M ($91.8M)
Q1 2025
Empower Advisory Group, LLC Shares Held: 26.4M ($638M)
Q1 2025
Golden Reserve Retirement LLC Shares Held: 1.01M ($24.5M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 943K ($22.8M)

Top Sells

Q1 2025
Bank Of America Corp Shares Held: 18.1M ($436M)
Q1 2025
Horizon Financial Services, LLC Shares Held: 252K ($6.09M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 3.49M ($84.3M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 985K ($23.8M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 18.9K ($458K)

About SCHA

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