Institutional shares held 279 Million
191K calls
20.7K puts
Total value of holdings $6.56B
$4.48M calls
$486K puts
# of Institutions 1,200


Latest Institutional Activity in SCHB

Top Purchases

Q4 2024
Hengehold Capital Management LLC Shares Held: 8.94M ($209M)
Q4 2024
Strid Group, LLC Shares Held: 8.53M ($199M)
Q4 2024
Empower Advisory Group, LLC Shares Held: 4.89M ($114M)
Q4 2024
Hb Wealth Management, LLC Shares Held: 6.51M ($152M)
Q4 2024
Ht Partners LLC Shares Held: 6.05M ($141M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 228K ($5.33M)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 25.8K ($603K)
Q4 2024
Nbc Securities, Inc. Shares Held: 23 ($537)
Q4 2024
Csenge Advisory Group Shares Held: 137K ($3.21M)
Q4 2024
Diversify Wealth Management, LLC Shares Held: 46.2K ($1.08M)

About SCHB

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