Institutional shares held 167 Million
172K calls
20.7K puts
Total value of holdings $3.79B
$3.91M calls
$469K puts
# of Institutions 1,183


Latest Institutional Activity in SCHB

Top Purchases

Q4 2024
Beacon Wealthcare LLC Shares Held: 459K ($10.4M)
Q4 2024
Modus Advisors, LLC Shares Held: 79.4K ($1.8M)
Q4 2024
Versant Capital Management, Inc Shares Held: 14K ($317K)
Q4 2024
Gamma Investing LLC Shares Held: 1.45K ($32.8K)
Q4 2024
Global Wealth Strategies & Associates Shares Held: 1.07K ($24.1K)

Top Sells

Q3 2024
Strategic Financial Concepts, LLC Shares Held: 75.2K ($1.7M)
Q3 2024
Wealthfront Advisers LLC Shares Held: 20.6M ($467M)
Q3 2024
Captrust Financial Advisors Shares Held: 1.14M ($25.9M)
Q3 2024
Ht Partners LLC Shares Held: 2M ($45.3M)
Q3 2024
Members Advisory Group LLC Shares Held: 488K ($11.1M)

About SCHB

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