Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
96.1 Million
8K
calls
600
puts
Total value of holdings
$7.76B
$645K
calls
$48K
puts
# of Institutions
901
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, CA21.1MShares$1.7 Billion3.87% of portfolio
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Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
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High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
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Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio
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Cerity Partners LLC New York, NY1.98MShares$160 Million0.43% of portfolio
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Prime Capital Investment Advisors, LLC Overland Park, KS1.84MShares$148 Million2.1% of portfolio
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Advisory Alpha, LLC1.71MShares$138 Million5.76% of portfolio
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Northwestern Mutual Wealth Management CO1.71MShares$138 Million0.14% of portfolio
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Ubs Group Ag1.56MShares$126 Million0.03% of portfolio