Institutional shares held 1.14 Billion
53.9K calls
5.49K puts
Total value of holdings $28B
$1.32M calls
$134K puts
# of Institutions 1,522


Latest Institutional Activity in SCHX

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 19.6M ($479M)
Q2 2025
Diversified Enterprises, LLC Shares Held: 16.3M ($398M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 805K ($19.7M)
Q2 2025
Financial Consulate, Inc Shares Held: 4.7M ($115M)
Q2 2025
Family Legacy Financial Solutions, LLC Shares Held: 419K ($10.3M)

Top Sells

Q2 2025
Leverty Financial Group, LLC Shares Held: 426K ($10.4M)
Q2 2025
Bangor Savings Bank Shares Held: 2.58M ($63.3M)
Q2 2025
Riversedge Advisors, LLC Shares Held: 574K ($14.1M)
Q2 2025
Moneywise, Inc. Shares Held: 830K ($20.3M)
Q2 2025
Clayton Financial Group LLC Shares Held: 19.4K ($475K)

About SCHX

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