Institutional shares held 144 Million
24.2K calls
300 puts
Total value of holdings $3.99B
$668K calls
$8K puts
# of Institutions 845


Latest Institutional Activity in SCHE

Top Purchases

Q1 2025
Fund Evaluation Group, LLC Shares Held: 931K ($25.7M)
Q1 2025
Hbk Sorce Advisory LLC Shares Held: 1.13M ($31.4M)
Q1 2025
Mather Group, Llc. Shares Held: 2.11M ($58.4M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 112K ($3.1M)
Q1 2025
Krilogy Financial LLC Shares Held: 1.4M ($38.8M)

Top Sells

Q1 2025
Boyd Wealth Management, LLC Shares Held: 215K ($5.95M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 2.28M ($62.9M)
Q1 2025
Upper Left Wealth Management, LLC Shares Held: 152K ($4.19M)
Q1 2025
Bip Alliance, LLC Shares Held: 21.8K ($602K)
Q1 2025
Rkl Wealth Management LLC Shares Held: 260K ($7.17M)

About SCHE

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