Institutional shares held 111 Million
3.2K calls
0 puts
Total value of holdings $3.06B
$87K calls
$0 puts
# of Institutions 827


Latest Institutional Activity in SCHV

Top Purchases

Q3 2024
Moneta Group Investment Advisors LLC Shares Held: 3.31M ($90.7M)
Q3 2024
Dodds Wealth, LLC Shares Held: 1.31M ($35.9M)
Q3 2024
Financial Engines Advisors L.L.C. Shares Held: 19.5M ($534M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 4.85M ($133M)
Q3 2024
Sei Investments CO Shares Held: 12.1M ($332M)

Top Sells

Q3 2024
Mather Group, Llc. Shares Held: 10.7M ($294M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 4.24M ($116M)
Q3 2024
Krilogy Financial LLC Shares Held: 880K ($24.1M)
Q3 2024
Cx Institutional Shares Held: 434K ($11.9M)
Q3 2024
Santori & Peters, Inc. Shares Held: 12.7K ($348K)

About SCHV

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