Institutional shares held 45 Million
0 calls
0 puts
Total value of holdings $2.03B
$0 calls
$0 puts
# of Institutions 511


Latest Institutional Activity in SCHC

Top Purchases

Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 777K ($35M)
Q4 2025
Charles Schwab Trust CO Shares Held: 422K ($19M)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 173K ($7.78M)
Q4 2025
Brucke Financial, Inc. Shares Held: 120K ($5.4M)
Q4 2025
Fifth Third Wealth Advisors LLC Shares Held: 14.2K ($637K)

Top Sells

Q4 2025
Tradewinds Capital Management, LLC Shares Held: 48.7K ($2.2M)
Q4 2025
Archer Investment Management, LLC Shares Held: 73.8K ($3.32M)
Q4 2025
Zrc Wealth Management, LLC Shares Held: 30.9K ($1.39M)
Q4 2025
Embree Financial Group Shares Held: 34.8K ($1.57M)
Q4 2025
Columbus Macro, LLC Shares Held: 96.5K ($4.35M)

About SCHC

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