Institutional shares held 501 Million
350K calls
28.3K puts
Total value of holdings $12.3B
$8.59M calls
$694K puts
# of Institutions 1,340


Latest Institutional Activity in SCHB

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 6.78M ($166M)
Q2 2025
Alpha Core Capital LLC Shares Held: 5.95M ($146M)
Q2 2025
Jones Financial Companies Lllp Shares Held: 2.11M ($51.8M)
Q2 2025
Hhm Wealth Advisors, LLC Shares Held: 5.47M ($134M)
Q2 2025
Rebalance, LLC Shares Held: 13.2M ($323M)

Top Sells

Q2 2025
Socha Financial Group, LLC Shares Held: 931K ($22.8M)
Q2 2025
Wealthfront Advisers LLC Shares Held: 56.4M ($1.38B)
Q2 2025
Capital Management Associates, Inc Shares Held: 1.78M ($43.5M)
Q2 2025
Charles Schwab Investment Management Inc Shares Held: 452K ($11.1M)
Q2 2025
Hengehold Capital Management LLC Shares Held: 8.45M ($207M)

About SCHB

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