Institutional shares held 230 Million
54.7K calls
40.8K puts
Total value of holdings $10.9B
$2.6M calls
$1.94M puts
# of Institutions 1,079


Latest Institutional Activity in SCHA

Top Purchases

Q4 2023
Cerity Partners LLC Shares Held: 16.8M ($796M)
Q4 2023
Empower Advisory Group, LLC Shares Held: 12.3M ($582M)
Q4 2023
Charles Schwab Investment Advisory, Inc. Shares Held: 74.6M ($3.54B)
Q4 2023
Steele Capital Management, Inc. Shares Held: 726K ($34.5M)
Q4 2023
1832 Asset Management L.P. Shares Held: 1.19M ($56.6M)

Top Sells

Q4 2023
Strategic Investment Solutions, Inc. /Il Shares Held: 19.9K ($945K)
Q4 2023
Financial Advisors, LLC Shares Held: 32.6K ($1.55M)
Q4 2023
United Capital Financial Advisers, LLC Shares Held: 322K ($15.3M)
Q4 2023
Ameriprise Financial Inc Shares Held: 604K ($28.7M)
Q4 2023
Bogart Wealth, LLC Shares Held: 42.2K ($2.01M)

About SCHA

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