Institutional shares held 331 Million
0 calls
0 puts
Total value of holdings $8.54B
$0 calls
$0 puts
# of Institutions 908


Latest Institutional Activity in SCHV

Top Purchases

Q1 2025
Pensionmark Financial Group, LLC Shares Held: 1.1M ($28.4M)
Q1 2025
Mather Group, Llc. Shares Held: 33M ($851M)
Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 680K ($17.5M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 16.5M ($425M)
Q1 2025
Merit Financial Group, LLC Shares Held: 371K ($9.58M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.97M ($180M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 1.24M ($32M)
Q1 2025
Gamma Investing LLC Shares Held: 8.72K ($225K)
Q1 2025
Financial Counselors Inc Shares Held: 1.62M ($41.8M)
Q1 2025
Dodds Wealth, LLC Shares Held: 1.11M ($28.5M)

About SCHV

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