Institutional shares held 328 Million
0 calls
0 puts
Total value of holdings $8.2B
$0 calls
$0 puts
# of Institutions 892


Latest Institutional Activity in SCHV

Top Purchases

Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 680K ($17M)
Q1 2025
Merit Financial Group, LLC Shares Held: 371K ($9.28M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 379K ($9.47M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 161K ($4.03M)
Q1 2025
Gemmer Asset Management LLC Shares Held: 4.31M ($108M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.97M ($174M)
Q1 2025
Gamma Investing LLC Shares Held: 8.72K ($218K)
Q1 2025
Dodds Wealth, LLC Shares Held: 1.11M ($27.6M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 774K ($19.3M)
Q1 2025
Jb Global.Com LLC Shares Held: 642K ($16.1M)

About SCHV

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