Institutional shares held 1.09 Billion
71.4K calls
4.2K puts
Total value of holdings $22.6B
$1.48M calls
$87K puts
# of Institutions 1,476


Latest Institutional Activity in SCHX

Top Purchases

Q1 2025
Financial Management Professionals, Inc. Shares Held: 2.13M ($44.2M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 1.25M ($25.9M)
Q1 2025
Leverty Financial Group, LLC Shares Held: 3.78M ($78.6M)
Q1 2025
Searcy Financial Services Inc Shares Held: 1.09M ($22.6M)
Q1 2025
Charles Schwab Trust CO Shares Held: 3.94M ($82M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 16.6M ($346M)
Q1 2025
Bangor Savings Bank Shares Held: 3.21M ($66.8M)
Q1 2025
Floyd Financial Group LLC Shares Held: 388K ($8.07M)
Q1 2025
Grimes & Company, Inc. Shares Held: 428K ($8.89M)
Q1 2025
Marcum Wealth, LLC Shares Held: 3.62M ($75.2M)

About SCHX

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