Institutional shares held 42.3 Million
0 calls
0 puts
Total value of holdings $949M
$0 calls
$0 puts
# of Institutions 222


Latest Institutional Activity in SCHI

Top Purchases

Q1 2025
Kaizen Financial Strategies Shares Held: 304K ($6.82M)
Q1 2025
Charles Schwab Trust CO Shares Held: 447K ($10M)
Q1 2025
St Germain D J CO Inc Shares Held: 4.43K ($99.3K)
Q1 2025
American National Bank Shares Held: 34.9K ($783K)
Q1 2025
Gamma Investing LLC Shares Held: 2.04K ($45.8K)

Top Sells

Q1 2025
Joule Financial, LLC Shares Held: 25.3K ($568K)
Q4 2024
Citadel Advisors LLC Shares Held: 22.1K ($494K)
Q4 2024
Ronald Blue Trust, Inc. Shares Held: 506 ($11.3K)
Q4 2024
Strategic Blueprint, LLC Shares Held: 11.6K ($259K)
Q4 2024
Ep Wealth Advisors, LLC Shares Held: 4.92K ($110K)

About SCHI

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