Institutional shares held 364 Million
900 calls
3.05K puts
Total value of holdings $9.06B
$22K calls
$75K puts
# of Institutions 485


Latest Institutional Activity in SCHR

Top Purchases

Q2 2025
Exchange Traded Concepts, LLC Shares Held: 1.74M ($43.3M)
Q2 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 3.26M ($81M)
Q2 2025
Holcombe Financial, Inc. Shares Held: 453K ($11.3M)
Q2 2025
White Pine Investment CO Shares Held: 363K ($9.04M)
Q2 2025
Intelligence Driven Advisers, LLC Shares Held: 1.77M ($44M)

Top Sells

Q2 2025
Pacific Sage Partners, LLC Shares Held: 2.63M ($65.4M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 36.7K ($912K)
Q2 2025
Rkl Wealth Management LLC Shares Held: 22.5K ($559K)
Q2 2025
Truist Financial Corp Shares Held: 17.3K ($430K)
Q2 2025
Bartlett & Co. Wealth Management LLC Shares Held: 8.12K ($202K)

About SCHR

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