Institutional shares held 156 Million
18.3K calls
0 puts
Total value of holdings $5.29B
$618K calls
$0 puts
# of Institutions 892


Latest Institutional Activity in SCHE

Top Purchases

Q4 2025
Orgel Wealth Management, LLC Shares Held: 2M ($67.7M)
Q4 2025
Charles Schwab Trust CO Shares Held: 668K ($22.6M)
Q4 2025
Cambridge Financial Group, LLC Shares Held: 78K ($2.64M)
Q4 2025
Diversified Trust CO Shares Held: 72.9K ($2.47M)
Q4 2025
Holistic Financial Partners Shares Held: 81.5K ($2.76M)

Top Sells

Q4 2025
Stonekeep Investments, LLC Shares Held: 0 ($0)
Q4 2025
Marotta Asset Management Shares Held: 144K ($4.88M)
Q4 2025
Wedmont Private Capital Shares Held: 265K ($8.96M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.23M ($75.6M)
Q4 2025
Murphy, Middleton, Hinkle & Parker, Inc. Shares Held: 20.7K ($701K)

About SCHE

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