Institutional shares held 310 Million
110K calls
0 puts
Total value of holdings $8.18B
$2.9M calls
$0 puts
# of Institutions 726


Latest Institutional Activity in SCHP

Top Purchases

Q1 2025
Garde Capital, Inc. Shares Held: 1.05M ($27.8M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.97M ($51.9M)
Q1 2025
Prentice Wealth Management LLC Shares Held: 333K ($8.79M)
Q1 2025
Mps Loria Financial Planners, LLC Shares Held: 389K ($10.3M)
Q1 2025
Central Trust CO Shares Held: 6.09M ($161M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 473K ($12.5M)
Q1 2025
Marotta Asset Management Shares Held: 245K ($6.47M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 935K ($24.7M)
Q1 2025
Matrix Trust CO Shares Held: 1.08M ($28.5M)
Q1 2025
Quadratic Capital Management LLC Shares Held: 14.2M ($374M)

About SCHP

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