Institutional shares held 165 Million
148K calls
24.3K puts
Total value of holdings $15.6B
$14M calls
$2.3M puts
# of Institutions 1,180


Latest Institutional Activity in SCHG

Top Purchases

Q1 2024
Focus Financial Network, Inc. Shares Held: 1.14M ($108M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 8.7M ($824M)
Q1 2024
Lpl Financial LLC Shares Held: 3.47M ($328M)
Q1 2024
Charles Schwab Investment Management Inc Shares Held: 681K ($64.5M)
Q1 2024
Resources Investment Advisors, Llc. Shares Held: 1.22M ($115M)

Top Sells

Q1 2024
Advisor Group Holdings, Inc. Shares Held: 4.93M ($467M)
Q1 2024
Angeles Investment Advisors, LLC Shares Held: 775K ($73.4M)
Q1 2024
Financial Engines Advisors L.L.C. Shares Held: 11.4M ($1.08B)
Q1 2024
Granite Bay Wealth Management, LLC Shares Held: 7.35K ($697K)
Q1 2024
Fort Pitt Capital Group, LLC Shares Held: 1.47M ($139M)

About SCHG

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