Institutional shares held 46 Million
0 calls
0 puts
Total value of holdings $1.63B
$0 calls
$0 puts
# of Institutions 430


Latest Institutional Activity in SCHC

Top Purchases

Q4 2024
Life Planning Partners, Inc Shares Held: 376K ($13.4M)
Q4 2024
White & CO Financial Planning Inc Shares Held: 282K ($10.1M)
Q4 2024
Econ Financial Services Corp Shares Held: 106K ($3.79M)
Q4 2024
Jones Financial Companies Lllp Shares Held: 414K ($14.8M)
Q4 2024
Grove Street Fiduciary, LLC Shares Held: 64.2K ($2.3M)

Top Sells

Q4 2024
Savant Capital, LLC Shares Held: 2.85M ($102M)
Q4 2024
Act Wealth Management, LLC Shares Held: 32.8K ($1.17M)
Q4 2024
Johnson Financial Group, LLC Shares Held: 892K ($31.9M)
Q4 2024
Cabot Wealth Management Inc Shares Held: 25.9K ($927K)
Q4 2024
Morton Brown Family Wealth, LLC Shares Held: 80.5K ($2.88M)

About SCHC

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