Institutional shares held 464 Million
41.7K calls
10.2K puts
Total value of holdings $27.9B
$2.51M calls
$614K puts
# of Institutions 1,200


Latest Institutional Activity in SCHX

Top Purchases

Q4 2023
Cerity Partners LLC Shares Held: 28.3M ($1.7B)
Q4 2023
Koss Olinger Consulting, LLC Shares Held: 3.05M ($184M)
Q4 2023
Charles Schwab Investment Management Inc Shares Held: 48.1M ($2.9B)
Q4 2023
Goldman Sachs Group Inc Shares Held: 1.64M ($98.8M)
Q4 2023
Hbk Sorce Advisory LLC Shares Held: 10.3M ($619M)

Top Sells

Q4 2023
Envestnet Asset Management Inc Shares Held: 6.44M ($388M)
Q4 2023
Adams Wealth Management Shares Held: 883K ($53.2M)
Q4 2023
Financial Management Professionals, Inc. Shares Held: 371K ($22.3M)
Q4 2023
Mercer Global Advisors Inc Shares Held: 5.02M ($303M)
Q4 2023
Ubs Group Ag Shares Held: 7.09M ($427M)

About SCHX

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