Institutional shares held 484 Million
365K calls
32.6K puts
Total value of holdings $10.4B
$7.83M calls
$698K puts
# of Institutions 1,268


Latest Institutional Activity in SCHB

Top Purchases

Q1 2025
Wedmont Private Capital Shares Held: 493K ($9.98M)
Q1 2025
Rebalance, LLC Shares Held: 11.9M ($242M)
Q1 2025
Hanson & Doremus Investment Management Shares Held: 6.28M ($127M)
Q1 2025
Bond & Devick Financial Network, Inc. Shares Held: 527K ($10.7M)
Q1 2025
Ht Partners LLC Shares Held: 6.36M ($129M)

Top Sells

Q1 2025
Retirement Planning Group Shares Held: 1.78M ($36M)
Q1 2025
Legacy Private Trust Co. Shares Held: 1.17M ($23.7M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 2.56M ($51.8M)
Q1 2025
Ewg Elevate Inc. Shares Held: 36.1K ($730K)
Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 675K ($13.7M)

About SCHB

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