Institutional shares held 335 Million
0 calls
0 puts
Total value of holdings $8.97B
$0 calls
$0 puts
# of Institutions 923


Latest Institutional Activity in SCHV

Top Purchases

Q1 2025
Sei Investments CO Shares Held: 40.6M ($1.09B)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 11.6M ($310M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 1.1M ($29.6M)
Q1 2025
Mather Group, Llc. Shares Held: 33M ($884M)
Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 680K ($18.2M)

Top Sells

Q1 2025
Financial Engines Advisors L.L.C. Shares Held: 53.3M ($1.43B)
Q1 2025
Goldman Sachs Group Inc Shares Held: 84.5K ($2.27M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.97M ($187M)
Q1 2025
Thrivent Financial For Lutherans Shares Held: 693K ($18.6M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 1.24M ($33.3M)

About SCHV

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