Institutional shares held 143 Million
24.2K calls
300 puts
Total value of holdings $3.96B
$668K calls
$8K puts
# of Institutions 836


Latest Institutional Activity in SCHE

Top Purchases

Q1 2025
Charles Schwab Trust CO Shares Held: 612K ($16.9M)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 429K ($11.8M)
Q1 2025
Merit Financial Group, LLC Shares Held: 23.2K ($641K)
Q1 2025
Marotta Asset Management Shares Held: 207K ($5.71M)
Q1 2025
Naples Global Advisors, LLC Shares Held: 418K ($11.5M)

Top Sells

Q1 2025
Olio Financial Planning Shares Held: 54.5K ($1.5M)
Q1 2025
Dbk Financial Counsel, LLC Shares Held: 8.24K ($228K)
Q1 2025
Pioneer Wealth Management Group Shares Held: 91.3K ($2.52M)
Q1 2025
Fragasso Group Inc. Shares Held: 33.2K ($916K)
Q1 2025
Howard Financial Services, Ltd. Shares Held: 83.6K ($2.31M)

About SCHE

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