Institutional shares held 112 Million
0 calls
0 puts
Total value of holdings $3.04B
$0 calls
$0 puts
# of Institutions 831


Latest Institutional Activity in SCHV

Top Purchases

Q3 2024
Moneta Group Investment Advisors LLC Shares Held: 3.31M ($90.2M)
Q3 2024
Dodds Wealth, LLC Shares Held: 1.31M ($35.7M)
Q3 2024
Financial Engines Advisors L.L.C. Shares Held: 19.5M ($530M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 4.85M ($132M)
Q3 2024
Sei Investments CO Shares Held: 12.1M ($330M)

Top Sells

Q3 2024
Avantax Planning Partners, Inc. Shares Held: 3.31M ($90M)
Q3 2024
Mather Group, Llc. Shares Held: 10.7M ($293M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 4.24M ($115M)
Q3 2024
Krilogy Financial LLC Shares Held: 880K ($24M)
Q3 2024
Cx Institutional Shares Held: 434K ($11.8M)

About SCHV

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