Institutional shares held 105 Million
600 calls
3.6K puts
Total value of holdings $4.7B
$26K calls
$161K puts
# of Institutions 601


Latest Institutional Activity in SCHZ

Top Purchases

Q1 2024
Charles Schwab Investment Management Inc Shares Held: 32.2M ($1.45B)
Q1 2024
Capital Management Associates, Inc Shares Held: 3.45M ($155M)
Q1 2024
Avantax Planning Partners, Inc. Shares Held: 3.59M ($162M)
Q1 2024
Jpmorgan Chase & CO Shares Held: 4.48M ($201M)
Q1 2024
Peninsula Wealth, LLC Shares Held: 518K ($23.3M)

Top Sells

Q1 2024
Cerity Partners LLC Shares Held: 72.1K ($3.24M)
Q1 2024
Destination Wealth Management Shares Held: 1.19M ($53.7M)
Q1 2024
Goldman Sachs Group Inc Shares Held: 1.74M ($78M)
Q1 2024
Alpha Star Capital Management, LLC Shares Held: 276K ($12.4M)
Q1 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 149K ($6.69M)

About SCHZ

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