Institutional shares held 141 Million
0 calls
0 puts
Total value of holdings $3.86B
$0 calls
$0 puts
# of Institutions 848


Latest Institutional Activity in SCHV

Top Purchases

Q4 2024
Gemmer Asset Management LLC Shares Held: 4.19M ($114M)
Q4 2024
Mokosak Advisory Group, LLC Shares Held: 2.8M ($76.1M)
Q4 2024
Financial Advisors, LLC Shares Held: 2.72M ($74.1M)
Q4 2024
Brady Martz Wealth Solutions, LLC Shares Held: 1.63M ($44.4M)
Q4 2024
Cx Institutional Shares Held: 1.84M ($50.2M)

Top Sells

Q4 2024
Foster Victor Wealth Advisors, LLC Shares Held: 10.6K ($290K)
Q4 2024
Ronald Blue Trust, Inc. Shares Held: 444 ($12.1K)
Q4 2024
Gw Henssler & Associates LTD Shares Held: 18.3K ($498K)
Q4 2024
Accurate Wealth Management, LLC Shares Held: 12.6K ($344K)
Q3 2024
Avantax Planning Partners, Inc. Shares Held: 3.31M ($90M)

About SCHV

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