Institutional shares held 144 Million
8.1K calls
3.6K puts
Total value of holdings $4.16B
$234K calls
$104K puts
# of Institutions 965


Latest Institutional Activity in SCHM

Top Purchases

Q4 2024
Advisory Alpha, LLC Shares Held: 5.72M ($165M)
Q4 2024
Legacy Wealth Management, Inc Shares Held: 4.18M ($121M)
Q4 2024
Fragasso Group Inc. Shares Held: 3.35M ($96.7M)
Q4 2024
Summit Financial Strategies, Inc. Shares Held: 1.94M ($56.1M)
Q4 2024
Gemmer Asset Management LLC Shares Held: 1.52M ($43.8M)

Top Sells

Q4 2024
Pineridge Advisors LLC Shares Held: 491 ($14.2K)
Q4 2024
Ff Advisors,Llc Shares Held: 32.5K ($939K)
Q4 2024
Newton One Investments LLC Shares Held: 227K ($6.55M)
Q4 2024
Diversify Wealth Management, LLC Shares Held: 153K ($4.43M)
Q4 2024
Diversify Advisory Services, LLC Shares Held: 23K ($665K)

About SCHM

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