Institutional shares held 739 Million
327K calls
193K puts
Total value of holdings $20.4B
$9M calls
$5.33M puts
# of Institutions 1,498


Latest Institutional Activity in SCHG

Top Purchases

Q1 2025
Advisor Group Holdings, Inc. Shares Held: 17.7M ($487M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 48.3M ($1.33B)
Q1 2025
High Tower Advisors, LLC Shares Held: 7.61M ($210M)
Q1 2025
Sei Investments CO Shares Held: 41.2M ($1.14B)
Q1 2025
Golden Reserve Retirement LLC Shares Held: 2.78M ($76.6M)

Top Sells

Q1 2025
Thrivent Financial For Lutherans Shares Held: 510K ($14M)
Q1 2025
Financial Engines Advisors L.L.C. Shares Held: 38.2M ($1.05B)
Q1 2025
One Capital Management, LLC Shares Held: 700K ($19.3M)
Q1 2025
Morgan Stanley Shares Held: 9.55M ($263M)
Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 441K ($12.1M)

About SCHG

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