Institutional shares held 569 Million
500K calls
12.1K puts
Total value of holdings $14.5B
$12.7M calls
$307K puts
# of Institutions 1,347


Latest Institutional Activity in SCHB

Top Purchases

Q2 2025
Gallagher Fiduciary Advisors, LLC Shares Held: 64.8M ($1.65B)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 6.78M ($172M)
Q2 2025
Alpha Core Capital LLC Shares Held: 5.95M ($151M)
Q2 2025
Jones Financial Companies Lllp Shares Held: 2.11M ($53.7M)
Q2 2025
Hhm Wealth Advisors, LLC Shares Held: 5.47M ($139M)

Top Sells

Q2 2025
Socha Financial Group, LLC Shares Held: 931K ($23.7M)
Q2 2025
Wealthfront Advisers LLC Shares Held: 56.4M ($1.43B)
Q2 2025
Capital Management Associates, Inc Shares Held: 1.78M ($45.1M)
Q2 2025
Hengehold Capital Management LLC Shares Held: 8.45M ($215M)
Q2 2025
Morgan Stanley Shares Held: 3.21M ($81.5M)

About SCHB

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