Institutional shares held 181 Million
140K calls
91.5K puts
Total value of holdings $5.14B
$3.96M calls
$2.59M puts
# of Institutions 1,314


Latest Institutional Activity in SCHG

Top Purchases

Q3 2024
Moneta Group Investment Advisors LLC Shares Held: 4.86M ($138M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 10.9M ($310M)
Q3 2024
International Assets Investment Management, LLC Shares Held: 871K ($24.6M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 994K ($28.1M)
Q3 2024
Mather Group, Llc. Shares Held: 9.76M ($276M)

Top Sells

Q3 2024
Accredited Investors Inc. Shares Held: 11.5K ($325K)
Q3 2024
Avantax Planning Partners, Inc. Shares Held: 3.9M ($110M)
Q3 2024
Strategic Financial Concepts, LLC Shares Held: 6.04K ($171K)
Q3 2024
Morgan Stanley Shares Held: 2.07M ($58.7M)
Q3 2024
Pensionmark Financial Group, LLC Shares Held: 99.6K ($2.82M)

About SCHG

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