Institutional shares held 357 Million
0 calls
0 puts
Total value of holdings $10.4B
$0 calls
$0 puts
# of Institutions 977


Latest Institutional Activity in SCHV

Top Purchases

Q4 2025
Baring Financial LLC Shares Held: 232K ($6.72M)
Q4 2025
Cooper Financial Group Shares Held: 2.06M ($59.8M)
Q4 2025
Friday Financial Shares Held: 310K ($8.99M)
Q4 2025
Wedmont Private Capital Shares Held: 39.6K ($1.15M)
Q4 2025
Fulton Bank, N.A. Shares Held: 16.8K ($486K)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.37M ($185M)
Q4 2025
Everhart Financial Group, Inc. Shares Held: 129K ($3.75M)
Q4 2025
Affinity Capital Advisors, LLC Shares Held: 143K ($4.15M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 105K ($3.04M)
Q4 2025
Noble Family Wealth, LLC Shares Held: 729K ($21.1M)

About SCHV

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