Institutional shares held 499 Million
299K calls
22.8K puts
Total value of holdings $12.9B
$7.72M calls
$588K puts
# of Institutions 1,381


Latest Institutional Activity in SCHB

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.78M ($71.7M)
Q4 2025
Lake Street Financial LLC Shares Held: 61.2K ($1.58M)
Q4 2025
Bennett Selby Investments LP Shares Held: 21.7K ($561K)
Q4 2025
Murphy, Middleton, Hinkle & Parker, Inc. Shares Held: 18.6K ($479K)
Q4 2025
Tabr Capital Management, LLC Shares Held: 13K ($336K)

Top Sells

Q4 2025
Stonekeep Investments, LLC Shares Held: 0 ($0)
Q4 2025
Everhart Financial Group, Inc. Shares Held: 426K ($11M)
Q4 2025
Maridea Wealth Management LLC Shares Held: 191K ($4.93M)
Q4 2025
Legacy Private Trust Co. Shares Held: 1.33M ($34.4M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 16.8K ($433K)

About SCHB

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