Institutional shares held 274 Million
66.4K calls
2.7K puts
Total value of holdings $5.98B
$1.45M calls
$58K puts
# of Institutions 1,264


Latest Institutional Activity in SCHA

Top Purchases

Q1 2025
Silver Oak Securities, Inc Shares Held: 1.28M ($27.9M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 943K ($20.6M)
Q1 2025
Merit Financial Group, LLC Shares Held: 137K ($2.99M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 201K ($4.39M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 65.9K ($1.44M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 2.04M ($44.5M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 17.5K ($382K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.78M ($60.7M)
Q1 2025
Bnc Wealth Management, LLC Shares Held: 61.7K ($1.35M)
Q1 2025
Lvw Advisors, LLC Shares Held: 96K ($2.1M)

About SCHA

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