Institutional shares held 102 Million
9.1K calls
0 puts
Total value of holdings $7.77B
$690K calls
$0 puts
# of Institutions 787


Latest Institutional Activity in SCHV

Top Purchases

Q1 2024
Sei Investments CO Shares Held: 10.9M ($830M)
Q1 2024
Focus Financial Network, Inc. Shares Held: 393K ($29.8M)
Q1 2024
Tradition Wealth Management, LLC Shares Held: 333K ($25.3M)
Q1 2024
Vista Private Wealth Partners. LLC Shares Held: 216K ($16.4M)
Q1 2024
Mai Capital Management Shares Held: 322K ($24.4M)

Top Sells

Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 2.75M ($209M)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 4.58M ($347M)
Q1 2024
Financial Engines Advisors L.L.C. Shares Held: 19M ($1.44B)
Q1 2024
Goldman Sachs Group Inc Shares Held: 61.8K ($4.69M)
Q1 2024
Spectrum Asset Management, Inc. Shares Held: 218K ($16.5M)

About SCHV

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