Institutional shares held 45.3 Million
0 calls
0 puts
Total value of holdings $2.04B
$0 calls
$0 puts
# of Institutions 512


Latest Institutional Activity in SCHC

Top Purchases

Q4 2025
Charles Schwab Trust CO Shares Held: 422K ($19M)
Q4 2025
Brucke Financial, Inc. Shares Held: 120K ($5.4M)
Q4 2025
Mather Group, Llc. Shares Held: 1.1M ($49.7M)
Q4 2025
Divergent Planning, LLC Shares Held: 138K ($6.2M)
Q4 2025
Cornerstone Wealth Advisors, Inc. Shares Held: 78.8K ($3.55M)

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
Worth Asset Management, LLC Shares Held: 4.47K ($201K)
Q4 2025
Rialto Wealth Management, LLC Shares Held: 162K ($7.28M)

About SCHC

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