Institutional shares held 104 Million
3.2K calls
0 puts
Total value of holdings $2.82B
$86K calls
$0 puts
# of Institutions 810


Latest Institutional Activity in SCHV

Top Purchases

Q3 2024
Atomi Financial Group, Inc. Shares Held: 431K ($11.6M)
Q3 2024
Pure Portfolios Holdings LLC Shares Held: 43.1K ($1.16M)
Q3 2024
Mokosak Advisory Group, LLC Shares Held: 928K ($25M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 330K ($8.92M)
Q3 2024
Gen Wealth Group, Inc. Shares Held: 455K ($12.3M)

Top Sells

Q3 2024
Mather Group, Llc. Shares Held: 10.7M ($290M)
Q3 2024
Krilogy Financial LLC Shares Held: 880K ($23.7M)
Q3 2024
Cx Institutional Shares Held: 434K ($11.7M)
Q3 2024
Alpha Cubed Investments, LLC Shares Held: 6.63K ($179K)
Q3 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 304K ($8.22M)

About SCHV

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