Institutional shares held 284 Million
15K calls
1.1K puts
Total value of holdings $7.22B
$381K calls
$27K puts
# of Institutions 1,004


Latest Institutional Activity in SCHM

Top Purchases

Q1 2025
Horizon Financial Services, LLC Shares Held: 11.3M ($287M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 924K ($23.5M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 191K ($4.85M)
Q1 2025
Victrix Investment Advisors Shares Held: 186K ($4.74M)
Q1 2025
Smithbridge Asset Management Inc Shares Held: 227K ($5.77M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 3.98M ($101M)
Q1 2025
Rkl Wealth Management LLC Shares Held: 900K ($22.9M)
Q1 2025
Fragasso Group Inc. Shares Held: 3M ($76.2M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 831K ($21.1M)
Q1 2025
Ewg Elevate Inc. Shares Held: 32.5K ($826K)

About SCHM

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