Institutional shares held 389 Million
4.7K calls
0 puts
Total value of holdings $10.4B
$125K calls
$0 puts
# of Institutions 760


Latest Institutional Activity in SCHP

Top Purchases

Q4 2025
Quadratic Capital Management LLC Shares Held: 14.5M ($389M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.57M ($68.9M)
Q4 2025
Dorato Capital Management Shares Held: 252K ($6.75M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 190K ($5.1M)
Q4 2025
Life Guide Financial Advisors, LLC Shares Held: 1.84M ($49.2M)

Top Sells

Q4 2025
Tradewinds Capital Management, LLC Shares Held: 183 ($4.9K)
Q4 2025
Assetmark, Inc Shares Held: 1.93M ($51.8M)
Q4 2025
Matrix Trust CO Shares Held: 1.48M ($39.7M)
Q4 2025
Rhs Financial, LLC Shares Held: 107K ($2.87M)
Q4 2025
Sowell Financial Services LLC Shares Held: 8.79K ($235K)

About SCHP

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