Institutional shares held 444 Million
365K calls
32.6K puts
Total value of holdings $10.3B
$8.46M calls
$755K puts
# of Institutions 1,261


Latest Institutional Activity in SCHB

Top Purchases

Q4 2024
Brooklyn Fi, LLC Shares Held: 23.2M ($537M)
Q4 2024
Betterment LLC Shares Held: 17.8M ($412M)
Q4 2024
Rebalance, LLC Shares Held: 11.5M ($266M)
Q4 2024
Scs Capital Management LLC Shares Held: 10.2M ($237M)
Q4 2024
Evensky & Katz LLC Shares Held: 9.33M ($216M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 228K ($5.29M)
Q4 2024
Morningstar Investment Services LLC Shares Held: 282K ($6.54M)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 105K ($2.44M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 424K ($9.82M)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 25.8K ($599K)

About SCHB

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