Institutional shares held 139 Million
3.3K calls
3.1K puts
Total value of holdings $6.79B
$161K calls
$151K puts
# of Institutions 387


Latest Institutional Activity in SCHR

Top Purchases

Q4 2023
Charles Schwab Investment Advisory, Inc. Shares Held: 79.5M ($3.88B)
Q4 2023
Pacific Sage Partners, LLC Shares Held: 1.23M ($60.2M)
Q4 2023
Busey Wealth Management Shares Held: 645K ($31.5M)
Q4 2023
True North Advisors, LLC Shares Held: 539K ($26.3M)
Q4 2023
Crane Advisory, LLC Shares Held: 461K ($22.5M)

Top Sells

Q4 2023
Jpmorgan Chase & CO Shares Held: 1.84M ($89.7M)
Q4 2023
Bank Of America Corp Shares Held: 516K ($25.2M)
Q4 2023
International Assets Investment Management, LLC Shares Held: 4.67K ($228K)
Q4 2023
Morgan Stanley Shares Held: 487K ($23.8M)
Q4 2023
Kestra Advisory Services, LLC Shares Held: 134K ($6.52M)

About SCHR

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