Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
273 Million
15K
calls
1.1K
puts
Total value of holdings
$7.16B
$392K
calls
$28K
puts
# of Institutions
1,008
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
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Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
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Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
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High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio
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Cerity Partners LLC New York, NY6.71MShares$176 Million0.41% of portfolio
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Wealth Enhancement Advisory Services, LLC5.9MShares$154 Million0.32% of portfolio
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Ubs Group Ag4.34MShares$114 Million0.02% of portfolio
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Legacy Wealth Management, Inc4.18MShares$109 Million7.44% of portfolio
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Advisory Alpha, LLC3.98MShares$104 Million6.53% of portfolio