Institutional shares held 1.15 Billion
53.9K calls
5.49K puts
Total value of holdings $26.7B
$1.26M calls
$127K puts
# of Institutions 1,498


Latest Institutional Activity in SCHX

Top Purchases

Q1 2025
Captrust Financial Advisors Shares Held: 17.8M ($415M)
Q1 2025
Us Bancorp \De\ Shares Held: 217M ($5.06B)
Q1 2025
Betterment LLC Shares Held: 13.2M ($308M)
Q1 2025
Moneta Group Investment Advisors LLC Shares Held: 31.2M ($728M)
Q1 2025
Prime Capital Investment Advisors, LLC Shares Held: 15.9M ($371M)

Top Sells

Q1 2025
Assetmark, Inc Shares Held: 6.98M ($163M)
Q1 2025
Apollon Wealth Management, LLC Shares Held: 336K ($7.83M)
Q1 2025
Rkl Wealth Management LLC Shares Held: 2.57M ($59.8M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 13.2M ($308M)
Q1 2025
Mc Adam, LLC Shares Held: 9.18M ($214M)

About SCHX

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