Institutional shares held 46.2 Million
0 calls
0 puts
Total value of holdings $1.71B
$0 calls
$0 puts
# of Institutions 457


Latest Institutional Activity in SCHC

Top Purchases

Q1 2025
Charles Schwab Trust CO Shares Held: 369K ($13.6M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 13.3K ($489K)
Q1 2025
Wedmont Private Capital Shares Held: 152K ($5.61M)
Q1 2025
Chesley Taft & Associates LLC Shares Held: 9.59K ($353K)
Q1 2025
Lpf Advisors LLC Shares Held: 122K ($4.52M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 304K ($11.2M)
Q1 2025
Procyon Advisors, LLC Shares Held: 6.14K ($226K)
Q1 2025
Bessemer Group Inc Shares Held: 594 ($21.9K)
Q1 2025
Embree Financial Group Shares Held: 57.8K ($2.13M)
Q1 2025
Stewardship Advisors, LLC Shares Held: 155K ($5.72M)

About SCHC

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