Institutional shares held 177 Million
20.1K calls
81.7K puts
Total value of holdings $3.78B
$428K calls
$1.74M puts
# of Institutions 559


Latest Institutional Activity in SCHH

Top Purchases

Q1 2025
Charles Schwab Trust CO Shares Held: 1.21M ($25.8M)
Q1 2025
Pioneer Wealth Management Group Shares Held: 563K ($12M)
Q1 2025
Rfg Advisory, LLC Shares Held: 12.1K ($257K)
Q1 2025
Marotta Asset Management Shares Held: 9.82K ($209K)
Q1 2025
Zrc Wealth Management, LLC Shares Held: 188K ($4M)

Top Sells

Q1 2025
Rooted Wealth Advisors, Inc. Shares Held: 162K ($3.46M)
Q1 2025
Watershed Private Wealth LLC Shares Held: 36.8K ($784K)
Q1 2025
Ifg Advisors, LLC Shares Held: 64.5K ($1.37M)
Q1 2025
Fc Advisory LLC Shares Held: 74.9K ($1.6M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 9.82K ($209K)

About SCHH

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