Institutional shares held 178 Million
20.1K calls
81.7K puts
Total value of holdings $3.78B
$428K calls
$1.74M puts
# of Institutions 557


Latest Institutional Activity in SCHH

Top Purchases

Q1 2025
Grove Bank & Trust Shares Held: 173K ($3.69M)
Q1 2025
Charles Schwab Trust CO Shares Held: 1.21M ($25.8M)
Q1 2025
Pioneer Wealth Management Group Shares Held: 563K ($12M)
Q1 2025
Stockman Wealth Management, Inc. Shares Held: 76.3K ($1.63M)
Q1 2025
Ritholtz Wealth Management Shares Held: 29.9K ($636K)

Top Sells

Q1 2025
Farther Finance Advisors, LLC Shares Held: 61K ($1.3M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 356K ($7.59M)
Q1 2025
Bensler, LLC Shares Held: 18.7K ($399K)
Q1 2025
Rooted Wealth Advisors, Inc. Shares Held: 162K ($3.46M)
Q1 2025
Bangor Savings Bank Shares Held: 20.4K ($435K)

About SCHH

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