Institutional shares held 236 Million
13.7K calls
0 puts
Total value of holdings $6.83B
$396K calls
$0 puts
# of Institutions 770


Latest Institutional Activity in SCHE

Top Purchases

Q3 2024
Pure Portfolios Holdings LLC Shares Held: 472K ($13.7M)
Q3 2024
Rebalance, LLC Shares Held: 2.06M ($59.5M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 424K ($12.3M)
Q3 2024
Orgel Wealth Management, LLC Shares Held: 1.71M ($49.4M)
Q3 2024
Charles Schwab Trust CO Shares Held: 525K ($15.2M)

Top Sells

Q3 2024
Creative Planning Shares Held: 21.2M ($614M)
Q3 2024
Tradewinds Capital Management, LLC Shares Held: 9.31K ($269K)
Q3 2024
Mather Group, Llc. Shares Held: 2.04M ($58.9M)
Q3 2024
Mc Adam, LLC Shares Held: 1.3M ($37.8M)
Q3 2024
Etesian Wealth Advisors, Inc. Shares Held: 84.6K ($2.45M)

About SCHE

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