Institutional shares held 181 Million
140K calls
91.5K puts
Total value of holdings $4.95B
$3.83M calls
$2.51M puts
# of Institutions 1,310


Latest Institutional Activity in SCHG

Top Purchases

Q3 2024
Moneta Group Investment Advisors LLC Shares Held: 4.86M ($133M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 10.9M ($300M)
Q3 2024
International Assets Investment Management, LLC Shares Held: 871K ($23.9M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 994K ($27.2M)
Q3 2024
Mather Group, Llc. Shares Held: 9.76M ($268M)

Top Sells

Q3 2024
Accredited Investors Inc. Shares Held: 11.5K ($314K)
Q3 2024
Avantax Planning Partners, Inc. Shares Held: 3.9M ($107M)
Q3 2024
Strategic Financial Concepts, LLC Shares Held: 6.04K ($166K)
Q3 2024
Morgan Stanley Shares Held: 2.07M ($56.8M)
Q3 2024
Pensionmark Financial Group, LLC Shares Held: 99.6K ($2.73M)

About SCHG

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