Institutional shares held 371 Million
0 calls
0 puts
Total value of holdings $9.35B
$0 calls
$0 puts
# of Institutions 497


Latest Institutional Activity in SCHR

Top Purchases

Q2 2025
Royal Bank Of Canada Shares Held: 22.3M ($563M)
Q2 2025
Charles Schwab Investment Management Inc Shares Held: 222M ($5.59B)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 1.74M ($43.9M)
Q2 2025
Cerity Partners LLC Shares Held: 1.65M ($41.7M)
Q2 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 3.26M ($82.1M)

Top Sells

Q2 2025
Ameriprise Financial Inc Shares Held: 12.2M ($308M)
Q2 2025
Northwest Capital Management Inc Shares Held: 157K ($3.97M)
Q2 2025
Cwm, LLC Shares Held: 348K ($8.77M)
Q2 2025
Madison Asset Management, LLC Shares Held: 1.21M ($30.4M)
Q2 2025
Creative Financial Designs Inc Shares Held: 92.8K ($2.34M)

About SCHR

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