Institutional shares held 359 Million
0 calls
0 puts
Total value of holdings $10.4B
$0 calls
$0 puts
# of Institutions 980


Latest Institutional Activity in SCHV

Top Purchases

Q4 2025
Mather Group, Llc. Shares Held: 35.1M ($1.02B)
Q4 2025
Baring Financial LLC Shares Held: 232K ($6.72M)
Q4 2025
Exchange Traded Concepts, LLC Shares Held: 2.04M ($59M)
Q4 2025
Cypress Financial Planning LLC Shares Held: 110K ($3.19M)
Q4 2025
Gen Wealth Group, Inc. Shares Held: 1.65M ($47.8M)

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
Columbus Macro, LLC Shares Held: 202K ($5.85M)
Q4 2025
Focus Financial Network, Inc. Shares Held: 715K ($20.7M)
Q4 2025
Brookstone Capital Management Shares Held: 251K ($7.28M)

About SCHV

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