Institutional shares held 809 Million
606K calls
163K puts
Total value of holdings $24.6B
$18.4M calls
$4.96M puts
# of Institutions 1,598


Latest Institutional Activity in SCHG

Top Purchases

Q2 2025
Charles Schwab Investment Management Inc Shares Held: 32.8M ($997M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 55.2M ($1.68B)
Q2 2025
Rmg Wealth Management LLC Shares Held: 4.8M ($146M)
Q2 2025
Sei Investments CO Shares Held: 45.7M ($1.39B)
Q2 2025
Lpl Financial LLC Shares Held: 27.9M ($847M)

Top Sells

Q2 2025
Advisor Group Holdings, Inc. Shares Held: 14M ($424M)
Q2 2025
Lido Advisors, LLC Shares Held: 519K ($15.8M)
Q2 2025
Financial Counselors Inc Shares Held: 743K ($22.6M)
Q2 2025
Resources Investment Advisors, Llc. Shares Held: 7.27M ($221M)
Q2 2025
B&D White Capital Company, LLC Shares Held: 588K ($17.9M)

About SCHG

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