Institutional shares held 565 Million
500K calls
12.1K puts
Total value of holdings $14.5B
$12.9M calls
$311K puts
# of Institutions 1,350


Latest Institutional Activity in SCHB

Top Purchases

Q3 2025
Weaver Capital Management LLC Shares Held: 1.37M ($35.3M)
Q3 2025
Rebalance, LLC Shares Held: 14.5M ($373M)
Q3 2025
Walker Financial Services, Inc. Shares Held: 427K ($11M)
Q3 2025
Tru North Capital Management, LLC Shares Held: 5.07M ($130M)
Q3 2025
Hb Wealth Management, LLC Shares Held: 6.69M ($172M)

Top Sells

Q3 2025
Summit Financial Strategies, Inc. Shares Held: 3.54M ($91.1M)
Q3 2025
Manchester Financial Inc Shares Held: 3.45M ($88.8M)
Q3 2025
Almanack Investment Partners, Llc. Shares Held: 24.2K ($622K)
Q3 2025
Wt Wealth Management Shares Held: 1.22M ($31.4M)
Q3 2025
Sig Fig Wealth Management, LLC Shares Held: 529K ($13.6M)

About SCHB

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