Institutional shares held 497 Million
350K calls
28.3K puts
Total value of holdings $11.9B
$8.37M calls
$676K puts
# of Institutions 1,316


Latest Institutional Activity in SCHB

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 6.78M ($165M)
Q2 2025
Rebalance, LLC Shares Held: 13.2M ($320M)
Q2 2025
Winthrop Advisory Group LLC Shares Held: 2.29M ($55.5M)
Q2 2025
Juncture Wealth Strategies, LLC Shares Held: 1.26M ($30.6M)
Q2 2025
Intelligence Driven Advisers, LLC Shares Held: 1.04M ($25.3M)

Top Sells

Q2 2025
Capital Management Associates, Inc Shares Held: 1.78M ($43.1M)
Q2 2025
Hengehold Capital Management LLC Shares Held: 8.45M ($205M)
Q2 2025
Truist Financial Corp Shares Held: 1.53M ($37.1M)
Q2 2025
Ht Partners LLC Shares Held: 6.05M ($147M)
Q2 2025
Focus Financial Network, Inc. Shares Held: 689K ($16.7M)

About SCHB

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