Institutional shares held 46.2 Million
0 calls
0 puts
Total value of holdings $1.63B
$0 calls
$0 puts
# of Institutions 432


Latest Institutional Activity in SCHC

Top Purchases

Q4 2024
Life Planning Partners, Inc Shares Held: 376K ($13.2M)
Q4 2024
White & CO Financial Planning Inc Shares Held: 282K ($9.94M)
Q4 2024
Econ Financial Services Corp Shares Held: 106K ($3.73M)
Q4 2024
Dhk Financial Advisors, Inc. Shares Held: 56K ($1.98M)
Q4 2024
Choreo, LLC Shares Held: 925K ($32.6M)

Top Sells

Q4 2024
Savant Capital, LLC Shares Held: 2.85M ($101M)
Q4 2024
Act Wealth Management, LLC Shares Held: 32.8K ($1.16M)
Q4 2024
Morton Brown Family Wealth, LLC Shares Held: 80.5K ($2.84M)
Q4 2024
Capital Insight Partners, LLC Shares Held: 215K ($7.6M)
Q4 2024
Embree Financial Group Shares Held: 78.1K ($2.76M)

About SCHC

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