Institutional shares held 45.1 Million
0 calls
0 puts
Total value of holdings $2.03B
$0 calls
$0 puts
# of Institutions 518


Latest Institutional Activity in SCHC

Top Purchases

Q4 2025
Diversify Advisory Services, LLC Shares Held: 57.2K ($2.58M)
Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 777K ($35M)
Q4 2025
Choreo, LLC Shares Held: 806K ($36.3M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 35.7K ($1.61M)
Q4 2025
Charles Schwab Trust CO Shares Held: 422K ($19M)

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
E Cio, Inc. Shares Held: 270 ($12.2K)
Q4 2025
Valley National Advisers Inc Shares Held: 61.1K ($2.75M)
Q4 2025
Zrc Wealth Management, LLC Shares Held: 30.9K ($1.39M)

About SCHC

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