Institutional shares held 260 Million
104K calls
2.1K puts
Total value of holdings $7.14B
$2.84M calls
$57K puts
# of Institutions 1,325


Latest Institutional Activity in SCHA

Top Purchases

Q4 2025
Ifs Advisors, LLC Shares Held: 144K ($3.95M)
Q4 2025
Charles Schwab Trust CO Shares Held: 783K ($21.5M)
Q4 2025
Vigilare Wealth Management Shares Held: 26K ($714K)
Q4 2025
Park Avenue Securities LLC Shares Held: 48.7K ($1.34M)
Q4 2025
Cambridge Financial Group, LLC Shares Held: 204K ($5.6M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.41M ($121M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 866K ($23.7M)
Q4 2025
Murphy, Middleton, Hinkle & Parker, Inc. Shares Held: 7.21K ($198K)
Q4 2025
Everhart Financial Group, Inc. Shares Held: 70.5K ($1.93M)
Q4 2025
Peterson Wealth Advisors, LLC Shares Held: 36.1K ($991K)

About SCHA

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