Institutional shares held 2.27 Billion
296K calls
153K puts
Total value of holdings $53.7B
$7.01M calls
$3.61M puts
# of Institutions 1,487


Latest Institutional Activity in SCHG

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 826K ($19.6M)
Q1 2025
Park Avenue Securities LLC Shares Held: 2.18M ($51.7M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 385K ($9.13M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 360K ($8.53M)
Q1 2025
Smithbridge Asset Management Inc Shares Held: 427K ($10.1M)

Top Sells

Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 441K ($10.4M)
Q1 2025
Advance Capital Management, Inc. Shares Held: 1.38M ($32.7M)
Q1 2025
Thrive Wealth Management, LLC Shares Held: 4.79M ($113M)
Q1 2025
Unique Wealth, LLC Shares Held: 796K ($18.9M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 3.07M ($72.6M)

About SCHG

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