Institutional shares held 739 Million
327K calls
193K puts
Total value of holdings $19.9B
$8.8M calls
$5.21M puts
# of Institutions 1,499


Latest Institutional Activity in SCHG

Top Purchases

Q1 2025
Advisor Group Holdings, Inc. Shares Held: 17.7M ($476M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 48.3M ($1.3B)
Q1 2025
High Tower Advisors, LLC Shares Held: 7.61M ($205M)
Q1 2025
Sei Investments CO Shares Held: 41.2M ($1.11B)
Q1 2025
Golden Reserve Retirement LLC Shares Held: 2.78M ($74.9M)

Top Sells

Q1 2025
Thrivent Financial For Lutherans Shares Held: 510K ($13.7M)
Q1 2025
Financial Engines Advisors L.L.C. Shares Held: 38.2M ($1.03B)
Q1 2025
One Capital Management, LLC Shares Held: 700K ($18.9M)
Q1 2025
Morgan Stanley Shares Held: 9.55M ($258M)
Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 441K ($11.9M)

About SCHG

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