Institutional shares held 1.14 Billion
68.6K calls
200 puts
Total value of holdings $29.7B
$1.79M calls
$5K puts
# of Institutions 1,565


Latest Institutional Activity in SCHX

Top Purchases

Q2 2025
Ci Private Wealth, LLC Shares Held: 12.5M ($326M)
Q2 2025
Betterment LLC Shares Held: 18.7M ($489M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 27.8M ($725M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 19.6M ($510M)
Q2 2025
Ep Wealth Advisors, LLC Shares Held: 3.14M ($81.9M)

Top Sells

Q2 2025
Ubs Group Ag Shares Held: 1.22M ($31.9M)
Q2 2025
Us Bancorp \De\ Shares Held: 206M ($5.38B)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 11.1M ($289M)
Q2 2025
Leverty Financial Group, LLC Shares Held: 426K ($11.1M)
Q2 2025
Greenwood Gearhart Inc Shares Held: 4.84M ($126M)

About SCHX

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