Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
283 Million
9.4K
calls
0
puts
Total value of holdings
$8.04B
$266K
calls
$0
puts
# of Institutions
1,033
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, CA60.4MShares$1.71 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$300 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$291 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$268 Million3.22% of portfolio
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Advisory Alpha, LLC8.37MShares$237 Million7.39% of portfolio
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Cerity Partners LLC New York, NY6MShares$170 Million0.31% of portfolio
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Wealth Enhancement Advisory Services, LLC5.8MShares$164 Million0.29% of portfolio
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Legacy Wealth Management, Inc4.18MShares$119 Million7.3% of portfolio
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Jmg Financial Group, Ltd.3.3MShares$93.5 Million2.92% of portfolio