Institutional shares held 322 Million
0 calls
0 puts
Total value of holdings $8.8B
$0 calls
$0 puts
# of Institutions 884


Latest Institutional Activity in SCHV

Top Purchases

Q4 2024
Financial Engines Advisors L.L.C. Shares Held: 55.4M ($1.51B)
Q4 2024
Sei Investments CO Shares Held: 38.9M ($1.06B)
Q4 2024
Mather Group, Llc. Shares Held: 32M ($874M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 15.9M ($435M)
Q4 2024
Avantax Planning Partners, Inc. Shares Held: 9.93M ($271M)

Top Sells

Q4 2024
Pensionmark Financial Group, LLC Shares Held: 54K ($1.48M)
Q4 2024
Foster Victor Wealth Advisors, LLC Shares Held: 10.6K ($291K)
Q4 2024
Dodds Wealth, LLC Shares Held: 1.28M ($34.9M)
Q4 2024
Citadel Advisors LLC Shares Held: 15.6K ($426K)
Q4 2024
Newman Dignan & Sheerar, Inc. Shares Held: 179K ($4.9M)

About SCHV

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