Institutional shares held 12.8 Million
0 calls
0 puts
Total value of holdings $419M
$0 calls
$0 puts
# of Institutions 90

Latest Institutional Activity in SCHQ

Top Purchases

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 154K ($5.06M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 308K ($10.1M)
Q2 2024
Galvin, Gaustad & Stein, LLC Shares Held: 124K ($4.07M)
Q2 2024
Stokes Family Office, LLC Shares Held: 157K ($5.15M)
Q2 2024
Rise Advisors, LLC Shares Held: 544 ($17.8K)

Top Sells

Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 158K ($5.17M)
Q2 2024
Northwest Capital Management Inc Shares Held: 435K ($14.3M)
Q2 2024
Cwm, LLC Shares Held: 407K ($13.3M)
Q2 2024
Collective Family Office LLC Shares Held: 66.6K ($2.18M)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 79.5K ($2.61M)

About SCHQ

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