Institutional shares held 358 Million
2.7K calls
0 puts
Total value of holdings $8.88B
$66K calls
$0 puts
# of Institutions 448


Latest Institutional Activity in SCHR

Top Purchases

Q1 2025
High Probability Advisors, LLC Shares Held: 1.14M ($28.2M)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 361K ($8.95M)
Q1 2025
Advisory Alpha, LLC Shares Held: 832K ($20.6M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 183K ($4.54M)
Q1 2025
Cornerstone Wealth Advisors, Inc. Shares Held: 3.42M ($84.9M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.27M ($56.3M)
Q1 2025
Gen Wealth Group, Inc. Shares Held: 87.4K ($2.17M)
Q1 2025
Crane Advisory, LLC Shares Held: 1.77M ($44M)
Q1 2025
Stephens Group Asset Management, LLC Shares Held: 13.1K ($324K)
Q1 2025
Archer Investment Management, LLC Shares Held: 659K ($16.3M)

About SCHR

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