Institutional shares held 501 Million
299K calls
22.8K puts
Total value of holdings $12.9B
$7.72M calls
$588K puts
# of Institutions 1,378


Latest Institutional Activity in SCHB

Top Purchases

Q3 2025
Srs Capital Advisors, Inc. Shares Held: 4.05M ($105M)
Q3 2025
Weaver Capital Management LLC Shares Held: 1.37M ($35.5M)
Q3 2025
Rebalance, LLC Shares Held: 14.5M ($374M)
Q3 2025
Modern Wealth Management, LLC Shares Held: 1.52M ($39.2M)
Q3 2025
Jane Street Group, LLC Shares Held: 900K ($23.2M)

Top Sells

Q3 2025
Gallagher Fiduciary Advisors, LLC Shares Held: 1.04M ($26.8M)
Q3 2025
Regions Financial Corp Shares Held: 18.1K ($466K)
Q3 2025
Kestra Advisory Services, LLC Shares Held: 353K ($9.12M)
Q3 2025
Wealthfront Advisers LLC Shares Held: 55.1M ($1.42B)
Q3 2025
Envestnet Asset Management Inc Shares Held: 868K ($22.4M)

About SCHB

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