Institutional shares held 136 Million
0 calls
0 puts
Total value of holdings $3.69B
$0 calls
$0 puts
# of Institutions 845


Latest Institutional Activity in SCHV

Top Purchases

Q4 2024
Gemmer Asset Management LLC Shares Held: 4.19M ($113M)
Q4 2024
Financial Advisors, LLC Shares Held: 2.72M ($73.8M)
Q4 2024
Brady Martz Wealth Solutions, LLC Shares Held: 1.63M ($44.1M)
Q4 2024
Cx Institutional Shares Held: 1.84M ($49.9M)
Q4 2024
Krilogy Financial LLC Shares Held: 2.21M ($59.7M)

Top Sells

Q4 2024
Foster Victor Wealth Advisors, LLC Shares Held: 10.6K ($288K)
Q4 2024
Ronald Blue Trust, Inc. Shares Held: 444 ($12K)
Q4 2024
Accurate Wealth Management, LLC Shares Held: 12.6K ($342K)
Q3 2024
Avantax Planning Partners, Inc. Shares Held: 3.31M ($89.5M)
Q3 2024
Mather Group, Llc. Shares Held: 10.7M ($291M)

About SCHV

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