Institutional shares held 1.14 Billion
68.6K calls
200 puts
Total value of holdings $28.7B
$1.73M calls
$5K puts
# of Institutions 1,559


Latest Institutional Activity in SCHX

Top Purchases

Q2 2025
Ci Private Wealth, LLC Shares Held: 12.5M ($316M)
Q2 2025
Betterment LLC Shares Held: 18.7M ($473M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 27.8M ($701M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 19.6M ($493M)
Q2 2025
Ep Wealth Advisors, LLC Shares Held: 3.14M ($79.2M)

Top Sells

Q2 2025
Ubs Group Ag Shares Held: 1.22M ($30.8M)
Q2 2025
Us Bancorp \De\ Shares Held: 206M ($5.2B)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 11.1M ($280M)
Q2 2025
Leverty Financial Group, LLC Shares Held: 426K ($10.7M)
Q2 2025
Greenwood Gearhart Inc Shares Held: 4.84M ($122M)

About SCHX

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