Institutional shares held 161 Million
230K calls
29.7K puts
Total value of holdings $10.4B
$14.8M calls
$1.91M puts
# of Institutions 1,125


Latest Institutional Activity in SCHB

Top Purchases

Q2 2024
Accredited Investors Inc. Shares Held: 1.61M ($104M)
Q2 2024
Sunpointe, LLC Shares Held: 413K ($26.6M)
Q2 2024
Strid Group, LLC Shares Held: 2.75M ($177M)
Q2 2024
Bouchey Financial Group LTD Shares Held: 2.55M ($164M)
Q2 2024
Compass Financial Group, Inc/Sd Shares Held: 762K ($49M)

Top Sells

Q2 2024
Retirement Planning Group Shares Held: 1.81M ($117M)
Q2 2024
First National Corp Shares Held: 400K ($25.7M)
Q2 2024
Aspire Capital Advisors LLC Shares Held: 61.6K ($3.96M)
Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 69K ($4.44M)
Q2 2024
Brookstone Capital Management Shares Held: 30.4K ($1.96M)

About SCHB

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