Institutional shares held 177 Million
20.1K calls
81.7K puts
Total value of holdings $3.66B
$414K calls
$1.69M puts
# of Institutions 557


Latest Institutional Activity in SCHH

Top Purchases

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 7.48M ($156M)
Q1 2025
Grove Bank & Trust Shares Held: 173K ($3.62M)
Q1 2025
Charles Schwab Trust CO Shares Held: 1.21M ($25.3M)
Q1 2025
Pioneer Wealth Management Group Shares Held: 563K ($11.8M)
Q1 2025
Stockman Wealth Management, Inc. Shares Held: 76.3K ($1.59M)

Top Sells

Q1 2025
Tradewinds Capital Management, LLC Shares Held: 55 ($1.15K)
Q1 2025
Cerity Partners LLC Shares Held: 2.72M ($56.8M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 61K ($1.27M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 356K ($7.45M)
Q1 2025
Manning & Napier Advisors LLC Shares Held: 224K ($4.68M)

About SCHH

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