Institutional shares held 144 Million
24.2K calls
300 puts
Total value of holdings $3.81B
$642K calls
$7K puts
# of Institutions 834


Latest Institutional Activity in SCHE

Top Purchases

Q1 2025
Farther Finance Advisors, LLC Shares Held: 112K ($2.98M)
Q1 2025
Krilogy Financial LLC Shares Held: 1.4M ($37.3M)
Q1 2025
Orgel Wealth Management, LLC Shares Held: 1.87M ($49.6M)
Q1 2025
Charles Schwab Trust CO Shares Held: 612K ($16.2M)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 429K ($11.4M)

Top Sells

Q1 2025
Upper Left Wealth Management, LLC Shares Held: 152K ($4.02M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.32M ($61.5M)
Q1 2025
Olio Financial Planning Shares Held: 54.5K ($1.45M)
Q1 2025
West Paces Advisors Inc. Shares Held: 74.8K ($1.99M)
Q1 2025
Dbk Financial Counsel, LLC Shares Held: 8.24K ($219K)

About SCHE

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