Institutional shares held 236 Million
26.1K calls
0 puts
Total value of holdings $6.27B
$695K calls
$0 puts
# of Institutions 762

Latest Institutional Activity in SCHE

Top Purchases

Q2 2024
Blue Sky Wealth Advisors, LLC Shares Held: 1.08M ($28.9M)
Q2 2024
Tradewinds Capital Management, LLC Shares Held: 632K ($16.8M)
Q2 2024
Orgel Wealth Management, LLC Shares Held: 1.63M ($43.4M)
Q2 2024
Rebalance, LLC Shares Held: 1.95M ($52M)
Q2 2024
Williams Financial, LLC Shares Held: 163K ($4.35M)

Top Sells

Q2 2024
Valley National Advisers Inc Shares Held: 191K ($5.09M)
Q2 2024
Mather Group, Llc. Shares Held: 2.4M ($63.9M)
Q2 2024
Marotta Asset Management Shares Held: 211K ($5.62M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 2.39M ($63.6M)
Q2 2024
Cwm, LLC Shares Held: 102K ($2.71M)

About SCHE

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