Institutional shares held 167 Million
172K calls
20.7K puts
Total value of holdings $3.9B
$4.03M calls
$484K puts
# of Institutions 1,181


Latest Institutional Activity in SCHB

Top Purchases

Q3 2024
Accredited Investors Inc. Shares Held: 1.62M ($37.9M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 1.41M ($32.9M)
Q3 2024
Wt Wealth Management Shares Held: 1.24M ($28.9M)
Q3 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC Shares Held: 869K ($20.3M)
Q3 2024
Capital Management Associates, Inc Shares Held: 565K ($13.2M)

Top Sells

Q3 2024
Strategic Financial Concepts, LLC Shares Held: 75.2K ($1.76M)
Q3 2024
Wealthfront Advisers LLC Shares Held: 20.6M ($482M)
Q3 2024
Captrust Financial Advisors Shares Held: 1.14M ($26.7M)
Q3 2024
Ht Partners LLC Shares Held: 2M ($46.8M)
Q3 2024
Members Advisory Group LLC Shares Held: 488K ($11.4M)

About SCHB

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