Institutional shares held 483 Million
365K calls
32.6K puts
Total value of holdings $9.79B
$7.41M calls
$661K puts
# of Institutions 1,271


Latest Institutional Activity in SCHB

Top Purchases

Q1 2025
Wedmont Private Capital Shares Held: 493K ($10.5M)
Q1 2025
Rebalance, LLC Shares Held: 11.9M ($253M)
Q1 2025
Hanson & Doremus Investment Management Shares Held: 6.28M ($133M)
Q1 2025
Bond & Devick Financial Network, Inc. Shares Held: 527K ($11.2M)
Q1 2025
Ht Partners LLC Shares Held: 6.36M ($135M)

Top Sells

Q1 2025
Retirement Planning Group Shares Held: 1.78M ($37.7M)
Q1 2025
Legacy Private Trust Co. Shares Held: 1.17M ($24.9M)
Q1 2025
Almanack Investment Partners, Llc. Shares Held: 346K ($7.33M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 2.56M ($54.3M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 1.41M ($29.9M)

About SCHB

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