Institutional shares held 136 Million
0 calls
0 puts
Total value of holdings $3.08B
$0 calls
$0 puts
# of Institutions 195


Latest Institutional Activity in SCHI

Top Purchases

Q3 2024
Wt Wealth Management Shares Held: 446K ($10.1M)
Q3 2024
Raymond James & Associates Shares Held: 1.12M ($25.4M)
Q3 2024
San Luis Wealth Advisors LLC Shares Held: 443K ($10M)
Q3 2024
Charles Schwab Trust CO Shares Held: 245K ($5.54M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 117K ($2.65M)

Top Sells

Q3 2024
Creative Planning Shares Held: 28.5K ($642K)
Q3 2024
Clearview Wealth Advisors LLC Shares Held: 4.48K ($101K)
Q3 2024
Transform Wealth, LLC Shares Held: 31.7K ($715K)
Q3 2024
Koshinski Asset Management, Inc. Shares Held: 25.9K ($585K)
Q3 2024
Signaturefd, LLC Shares Held: 2.28K ($51.4K)

About SCHI

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