Institutional shares held 360 Million
900 calls
3.05K puts
Total value of holdings $8.93B
$22K calls
$75K puts
# of Institutions 476


Latest Institutional Activity in SCHR

Top Purchases

Q1 2025
Royal Bank Of Canada Shares Held: 18.6M ($461M)
Q1 2025
Charles Schwab Investment Management Inc Shares Held: 219M ($5.44B)
Q1 2025
Assetmark, Inc Shares Held: 1.54M ($38.3M)
Q1 2025
High Probability Advisors, LLC Shares Held: 1.14M ($28.2M)
Q1 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 2.14M ($53M)

Top Sells

Q1 2025
Bank Of America Corp Shares Held: 3.39M ($84.2M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.27M ($56.3M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 4.69M ($116M)
Q1 2025
Horizon Financial Services, LLC Shares Held: 41.3K ($1.02M)
Q1 2025
Madison Asset Management, LLC Shares Held: 1.67M ($41.4M)

About SCHR

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