Institutional shares held 11.2 Million
0 calls
0 puts
Total value of holdings $274M
$0 calls
$0 puts
# of Institutions 111

Latest Institutional Activity in SCHY

Top Purchases

Q2 2024
Long View Wealth Management Shares Held: 111K ($2.71M)
Q2 2024
Cap Partners, LLC Shares Held: 38.3K ($938K)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 37.2K ($910K)
Q2 2024
Caldwell Sutter Capital, Inc. Shares Held: 2.76K ($67.6K)
Q2 2024
Park Avenue Securities LLC Shares Held: 10.5K ($257K)

Top Sells

Q2 2024
Kohmann Bosshard Financial Services, LLC Shares Held: 323K ($7.92M)
Q2 2024
Sharkey, Howes & Javer Shares Held: 13.2K ($324K)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 53.8K ($1.32M)
Q2 2024
Charles Schwab Trust CO Shares Held: 177K ($4.34M)
Q2 2024
Cambridge Advisors Inc. Shares Held: 10.1K ($246K)

About SCHY

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