Institutional shares held 172 Million
0 calls
0 puts
Total value of holdings $4.06B
$0 calls
$0 puts
# of Institutions 720


Latest Institutional Activity in SCHZ

Top Purchases

Q3 2025
Charles Schwab Trust CO Shares Held: 5.95M ($140M)
Q3 2025
Phil A. Younker & Associates, Ltd. Shares Held: 1.21M ($28.4M)
Q3 2025
Breakthru Advisory Services, LLC Shares Held: 355K ($8.37M)
Q3 2025
Total Wealth Planning, LLC Shares Held: 4.14M ($97.5M)
Q3 2025
Cornerstone Planning Group LLC Shares Held: 223K ($5.26M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 3.32M ($78.3M)
Q3 2025
Ascent Group, LLC Shares Held: 336K ($7.91M)
Q3 2025
Cwm, LLC Shares Held: 186K ($4.37M)
Q3 2025
Forthright Family Wealth Advisory LLC Shares Held: 313K ($7.38M)
Q3 2025
Austin Private Wealth, LLC Shares Held: 1.18M ($27.8M)

About SCHZ

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