Institutional shares held 112 Million
8.6K calls
3.1K puts
Total value of holdings $8.73B
$670K calls
$241K puts
# of Institutions 868

Latest Institutional Activity in SCHM

Top Purchases

Q4 2023
Cerity Partners LLC Shares Held: 18.9M ($1.48B)
Q4 2023
Financial Engines Advisors L.L.C. Shares Held: 21.1M ($1.65B)
Q4 2023
Sheets Smith Wealth Management Shares Held: 448K ($34.9M)
Q4 2023
Advocacy Wealth Management Services, LLC Shares Held: 357K ($27.8M)
Q4 2023
Northwestern Mutual Wealth Management CO Shares Held: 1.59M ($124M)

Top Sells

Q4 2023
Hbk Sorce Advisory LLC Shares Held: 276K ($21.5M)
Q4 2023
Raymond James Financial Services Advisors, Inc. Shares Held: 636K ($49.5M)
Q4 2023
Thrivent Financial For Lutherans Shares Held: 441K ($34.4M)
Q4 2023
Brookstone Capital Management Shares Held: 61.6K ($4.8M)
Q4 2023
Wealth Enhancement Advisory Services, LLC Shares Held: 2.19M ($171M)

About SCHM

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