Institutional shares held 1.13 Billion
68.6K calls
200 puts
Total value of holdings $30.4B
$1.85M calls
$5K puts
# of Institutions 1,602


Latest Institutional Activity in SCHX

Top Purchases

Q3 2025
Vantagepoint Investment Advisers LLC Shares Held: 7.59M ($201M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 2.89M ($76.7M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 1.41M ($37.4M)
Q3 2025
Mfa Wealth Advisors, LLC Shares Held: 673K ($17.9M)
Q3 2025
Assetmark, Inc Shares Held: 7.62M ($202M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 4.12M ($109M)
Q3 2025
Hbk Sorce Advisory LLC Shares Held: 34M ($903M)
Q3 2025
Fidelis I M, LLC Shares Held: 149K ($3.96M)
Q3 2025
Prime Capital Investment Advisors, LLC Shares Held: 10.2M ($270M)
Q3 2025
Foundations Investment Advisors, LLC Shares Held: 378K ($10M)

About SCHX

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