Institutional shares held 422 Million
365K calls
32.6K puts
Total value of holdings $9.67B
$8.37M calls
$747K puts
# of Institutions 1,263


Latest Institutional Activity in SCHB

Top Purchases

Q4 2024
Betterment LLC Shares Held: 17.8M ($395M)
Q4 2024
Rebalance, LLC Shares Held: 11.5M ($255M)
Q4 2024
Scs Capital Management LLC Shares Held: 10.2M ($227M)
Q4 2024
Evensky & Katz LLC Shares Held: 9.33M ($207M)
Q4 2024
Hengehold Capital Management LLC Shares Held: 8.94M ($199M)

Top Sells

Q4 2024
Brooklyn Fi, LLC Shares Held: 460K ($10.2M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 228K ($5.08M)
Q4 2024
Morningstar Investment Services LLC Shares Held: 282K ($6.28M)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 105K ($2.34M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 424K ($9.42M)

About SCHB

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