Institutional shares held 41.4 Million
0 calls
0 puts
Total value of holdings $927M
$0 calls
$0 puts
# of Institutions 223


Latest Institutional Activity in SCHI

Top Purchases

Q1 2025
Kaizen Financial Strategies Shares Held: 304K ($6.82M)
Q1 2025
Bank Of New Hampshire Shares Held: 120K ($2.68M)
Q1 2025
Capital Investment Advisors, LLC Shares Held: 9.26K ($208K)
Q1 2025
Integral Investment Advisors, Inc. Shares Held: 49.2K ($1.1M)
Q1 2025
Charles Schwab Trust CO Shares Held: 447K ($10M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 57K ($1.28M)
Q1 2025
Transform Wealth, LLC Shares Held: 33.4K ($749K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 835K ($18.7M)
Q1 2025
Signet Financial Management, LLC Shares Held: 126K ($2.83M)
Q1 2025
Gamma Investing LLC Shares Held: 91 ($2.04K)

About SCHI

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