Institutional shares held 497 Million
350K calls
28.3K puts
Total value of holdings $11.9B
$8.37M calls
$676K puts
# of Institutions 1,312


Latest Institutional Activity in SCHB

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 6.78M ($162M)
Q2 2025
Rebalance, LLC Shares Held: 13.2M ($315M)
Q2 2025
Juncture Wealth Strategies, LLC Shares Held: 1.26M ($30.2M)
Q2 2025
Intelligence Driven Advisers, LLC Shares Held: 1.04M ($24.9M)
Q2 2025
Tru North Capital Management, LLC Shares Held: 4.66M ($112M)

Top Sells

Q2 2025
Hengehold Capital Management LLC Shares Held: 8.45M ($202M)
Q2 2025
Truist Financial Corp Shares Held: 1.53M ($36.6M)
Q2 2025
Focus Financial Network, Inc. Shares Held: 689K ($16.5M)
Q2 2025
Summit Financial Strategies, Inc. Shares Held: 3.7M ($88.4M)
Q2 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 844K ($20.2M)

About SCHB

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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