Institutional shares held 41.2 Million
0 calls
0 puts
Total value of holdings $924M
$0 calls
$0 puts
# of Institutions 226


Latest Institutional Activity in SCHI

Top Purchases

Q1 2025
West Hill Financial Advisors, Inc. Shares Held: 555K ($12.5M)
Q1 2025
Bestgate Wealth Advisors, LLC Shares Held: 35.2K ($789K)
Q1 2025
Mutual Advisors, LLC Shares Held: 152K ($3.41M)
Q1 2025
Kaizen Financial Strategies Shares Held: 304K ($6.83M)
Q1 2025
Bartlett & Co. Wealth Management LLC Shares Held: 26.2K ($588K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 57K ($1.28M)
Q1 2025
San Luis Wealth Advisors LLC Shares Held: 835K ($18.7M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 7.46M ($167M)
Q1 2025
Rational Advisors LLC Shares Held: 385K ($8.63M)
Q1 2025
Transform Wealth, LLC Shares Held: 33.4K ($750K)

About SCHI

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