Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
271 Million
15K
calls
1.1K
puts
Total value of holdings
$7.56B
$418K
calls
$30K
puts
# of Institutions
1,012
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, CA59.4MShares$1.66 Billion3.47% of portfolio
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Creative Planning Overland Park, KS28.6MShares$798 Million0.77% of portfolio
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High Tower Advisors, LLC Chicago, IL10.1MShares$281 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio
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Cerity Partners LLC New York, NY6.71MShares$187 Million0.41% of portfolio
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Advisory Alpha, LLC5.72MShares$159 Million5.7% of portfolio
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Ubs Group Ag4.34MShares$121 Million0.02% of portfolio
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Legacy Wealth Management, Inc4.18MShares$117 Million7.44% of portfolio
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Fragasso Group Inc. Pittsburgh, PA3.35MShares$93.3 Million7.4% of portfolio