Institutional shares held 273 Million
66.4K calls
2.7K puts
Total value of holdings $6.22B
$1.52M calls
$61K puts
# of Institutions 1,265


Latest Institutional Activity in SCHA

Top Purchases

Q1 2025
Horizon Financial Services, LLC Shares Held: 5.91M ($135M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 943K ($21.5M)
Q1 2025
Sims Investment Management, LLC Shares Held: 1.81M ($41.4M)
Q1 2025
Zynergy Retirement Planning Llc Shares Held: 531K ($12.1M)
Q1 2025
Victrix Investment Advisors Shares Held: 228K ($5.19M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 3.49M ($79.6M)
Q1 2025
Advisory Alpha, LLC Shares Held: 2.04M ($46.6M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 18.9K ($433K)
Q1 2025
Tradewinds Capital Management, LLC Shares Held: 111K ($2.52M)
Q1 2025
Rkl Wealth Management LLC Shares Held: 656K ($15M)

About SCHA

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