Institutional shares held 166 Million
188K calls
19.4K puts
Total value of holdings $3.75B
$4.24M calls
$438K puts
# of Institutions 1,156


Latest Institutional Activity in SCHB

Top Purchases

Q3 2024
Wt Wealth Management Shares Held: 1.24M ($27.8M)
Q3 2024
Rebalance, LLC Shares Held: 3.82M ($86.2M)
Q3 2024
Legacy Financial Strategies, LLC Shares Held: 766K ($17.3M)
Q3 2024
Strid Group, LLC Shares Held: 2.86M ($64.5M)
Q3 2024
Chb Investment Group, LLC Shares Held: 48.1K ($1.08M)

Top Sells

Q3 2024
Ewg Elevate Inc. Shares Held: 39.2K ($884K)
Q3 2024
First National Corp Shares Held: 328K ($7.39M)
Q3 2024
Brighton Jones LLC Shares Held: 17.5K ($393K)
Q3 2024
Evensky & Katz LLC Shares Held: 3.24M ($73M)
Q3 2024
Spreng Capital Management, Inc. Shares Held: 56.8K ($1.28M)

About SCHB

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