Institutional shares held 202 Million
55.6K calls
7.8K puts
Total value of holdings $5.43B
$1.5M calls
$209K puts
# of Institutions 1,185


Latest Institutional Activity in SCHA

Top Purchases

Q4 2024
Empower Advisory Group, LLC Shares Held: 25.3M ($675M)
Q4 2024
Advisory Alpha, LLC Shares Held: 4.23M ($113M)
Q4 2024
Sims Investment Management, LLC Shares Held: 1.41M ($37.7M)
Q4 2024
High Tower Advisors, LLC Shares Held: 2.62M ($69.7M)
Q4 2024
Marcum Wealth, LLC Shares Held: 2.09M ($55.8M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 110K ($2.94M)
Q4 2024
Sanctuary Advisors, LLC Shares Held: 559K ($14.9M)
Q4 2024
Planned Solutions, Inc. Shares Held: 56.8K ($1.51M)
Q4 2024
West Oak Capital, LLC Shares Held: 28.3K ($753K)
Q4 2024
Veery Capital, LLC Shares Held: 17.7K ($472K)

About SCHA

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