Institutional shares held 45.3 Million
0 calls
0 puts
Total value of holdings $2.04B
$0 calls
$0 puts
# of Institutions 513


Latest Institutional Activity in SCHC

Top Purchases

Q4 2025
Charles Schwab Trust CO Shares Held: 422K ($19M)
Q4 2025
Elmwood Wealth Management, Inc. Shares Held: 83.2K ($3.75M)
Q4 2025
Zynergy Retirement Planning Llc Shares Held: 21.8K ($981K)
Q4 2025
Traveka Wealth, LLC Shares Held: 105K ($4.75M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 7.28K ($328K)

Top Sells

Q4 2025
Zrc Wealth Management, LLC Shares Held: 30.9K ($1.39M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 262K ($11.8M)
Q4 2025
Wedmont Private Capital Shares Held: 151K ($6.8M)
Q4 2025
Procyon Advisors, LLC Shares Held: 168K ($7.58M)
Q4 2025
Envision Financial LLC Shares Held: 20.4K ($920K)

About SCHC

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