Institutional shares held 855 Million
543K calls
113K puts
Total value of holdings $27.6B
$17.5M calls
$3.64M puts
# of Institutions 1,686


Latest Institutional Activity in SCHG

Top Purchases

Q4 2025
Jb Global.Com LLC Shares Held: 563K ($18.2M)
Q4 2025
Park Avenue Securities LLC Shares Held: 3.65M ($118M)
Q4 2025
Unique Wealth, LLC Shares Held: 955K ($30.8M)
Q4 2025
Ifs Advisors, LLC Shares Held: 481K ($15.5M)
Q4 2025
Cooper Financial Group Shares Held: 189K ($6.1M)

Top Sells

Q4 2025
Murphy, Middleton, Hinkle & Parker, Inc. Shares Held: 7.85K ($253K)
Q4 2025
Baring Financial LLC Shares Held: 21.7K ($701K)
Q4 2025
Diversified Trust CO Shares Held: 56.4K ($1.82M)
Q4 2025
Everhart Financial Group, Inc. Shares Held: 367K ($11.8M)
Q4 2025
Burkett Financial Services, LLC Shares Held: 1.6M ($51.6M)

About SCHG

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