Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
94.7 Million
6.2K
calls
3K
puts
Total value of holdings
$2.64B
$172K
calls
$83K
puts
# of Institutions
921
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, CA21.2MShares$591 Million3.68% of portfolio
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Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
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High Tower Advisors, LLC Chicago, IL3.18MShares$88.5 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$63.6 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.2 Million2.77% of portfolio
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Wealth Enhancement Advisory Services, LLC2.07MShares$57.7 Million0.4% of portfolio
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Cerity Partners LLC New York, NY1.98MShares$55.1 Million0.41% of portfolio
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Advisory Alpha, LLC1.84MShares$51.2 Million5.69% of portfolio
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Ubs Group Ag1.51MShares$42.2 Million0.03% of portfolio
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Legacy Wealth Management, Inc1.34MShares$37.5 Million7.58% of portfolio