Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
282 Million
8.7K
calls
0
puts
Total value of holdings
$8.22B
$253K
calls
$0
puts
# of Institutions
1,068
We take great care to ensure that the data presented and summarized in this overview for SCHWAB STRATEGIC U.S. MID-CAP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHM
View all-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
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Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio
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Advisory Alpha, LLC8.94MShares$261 Million7.49% of portfolio
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Wealth Enhancement Advisory Services, LLC5.75MShares$168 Million0.26% of portfolio
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Cerity Partners LLC New York, NY5.44MShares$159 Million0.27% of portfolio
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Legacy Wealth Management, Inc4.32MShares$126 Million7.35% of portfolio
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Jmg Financial Group, Ltd.3.24MShares$94.4 Million2.85% of portfolio