Institutional shares held 1.79 Billion
140K calls
91.5K puts
Total value of holdings $50.7B
$3.96M calls
$2.59M puts
# of Institutions 1,331


Latest Institutional Activity in SCHG

Top Purchases

Q4 2024
Thrive Wealth Management, LLC Shares Held: 5.13M ($145M)
Q4 2024
Marquette Asset Management, LLC Shares Held: 4.03M ($114M)
Q4 2024
Financial Advisors, LLC Shares Held: 3.19M ($90.2M)
Q4 2024
Krilogy Financial LLC Shares Held: 2.82M ($79.8M)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 2.22M ($62.7M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 19.5K ($551K)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 855K ($24.2M)
Q4 2024
Accurate Wealth Management, LLC Shares Held: 15.1K ($426K)
Q4 2024
Diversify Advisory Services, LLC Shares Held: 95.4K ($2.7M)
Q4 2024
Columbia Advisory Partners LLC Shares Held: 41.9K ($1.18M)

About SCHG

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