Institutional shares held 428 Million
40.4K calls
1.4K puts
Total value of holdings $27.6B
$2.6M calls
$90K puts
# of Institutions 1,270


Latest Institutional Activity in SCHX

Top Purchases

Q2 2024
Blue Sky Wealth Advisors, LLC Shares Held: 1.97M ($127M)
Q2 2024
Ima Wealth, Inc. Shares Held: 595K ($38.3M)
Q2 2024
Kohmann Bosshard Financial Services, LLC Shares Held: 1.72M ($110M)
Q2 2024
Tradewinds Capital Management, LLC Shares Held: 485K ($31.2M)
Q2 2024
Steele Capital Management, Inc. Shares Held: 1.29M ($83.3M)

Top Sells

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 6.71M ($432M)
Q2 2024
Financial Management Professionals, Inc. Shares Held: 2.8K ($180K)
Q2 2024
Marcum Wealth, LLC Shares Held: 1.32M ($85.2M)
Q2 2024
Sequoia Financial Advisors, LLC Shares Held: 892K ($57.5M)
Q2 2024
Apollon Wealth Management, LLC Shares Held: 719K ($46.3M)

About SCHX

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