Institutional shares held 336 Million
0 calls
0 puts
Total value of holdings $9.38B
$0 calls
$0 puts
# of Institutions 928


Latest Institutional Activity in SCHV

Top Purchases

Q2 2025
Exchange Traded Concepts, LLC Shares Held: 1.09M ($30.3M)
Q2 2025
Fiduciary Alliance LLC Shares Held: 335K ($9.34M)
Q2 2025
Teamwork Financial Advisors, LLC Shares Held: 1M ($27.9M)
Q2 2025
Cx Institutional Shares Held: 2.11M ($58.7M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 145K ($4.04M)

Top Sells

Q2 2025
Focus Financial Network, Inc. Shares Held: 828K ($23.1M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.81M ($190M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 108K ($3.01M)
Q2 2025
Pacific Capital Wealth Advisors, Inc Shares Held: 29.7K ($829K)
Q2 2025
Long View Wealth Management Shares Held: 21.9K ($610K)

About SCHV

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