Institutional shares held 1.14 Billion
53.9K calls
5.49K puts
Total value of holdings $28.4B
$1.34M calls
$136K puts
# of Institutions 1,527


Latest Institutional Activity in SCHX

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 19.6M ($487M)
Q2 2025
Diversified Enterprises, LLC Shares Held: 16.3M ($405M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 805K ($20M)
Q2 2025
Red Door Wealth Management, LLC Shares Held: 1.9M ($47.4M)
Q2 2025
Financial Consulate, Inc Shares Held: 4.7M ($117M)

Top Sells

Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 11.1M ($276M)
Q2 2025
Leverty Financial Group, LLC Shares Held: 426K ($10.6M)
Q2 2025
Bangor Savings Bank Shares Held: 2.58M ($64.3M)
Q2 2025
Riversedge Advisors, LLC Shares Held: 574K ($14.3M)
Q2 2025
Sage Financial Group Inc Shares Held: 24.8M ($618M)

About SCHX

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