Institutional shares held 376 Million
0 calls
0 puts
Total value of holdings $9.49B
$0 calls
$0 puts
# of Institutions 503


Latest Institutional Activity in SCHR

Top Purchases

Q3 2025
Cerity Partners LLC Shares Held: 2.89M ($72.9M)
Q3 2025
Exchange Traded Concepts, LLC Shares Held: 2.75M ($69.4M)
Q3 2025
Tradewinds Capital Management, LLC Shares Held: 425K ($10.7M)
Q3 2025
Walker Financial Services, Inc. Shares Held: 354K ($8.93M)
Q3 2025
My Personal Cfo, LLC Shares Held: 347K ($8.76M)

Top Sells

Q3 2025
One Degree Advisors Inc Shares Held: 324K ($8.18M)
Q3 2025
Archer Investment Management, LLC Shares Held: 583K ($14.7M)
Q3 2025
Northwest Capital Management Inc Shares Held: 58.2K ($1.47M)
Q3 2025
Cwm, LLC Shares Held: 253K ($6.38M)
Q3 2025
Dynamic Advisor Solutions LLC Shares Held: 115K ($2.89M)

About SCHR

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