Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
144 Million
8.1K
calls
3.6K
puts
Total value of holdings
$4.16B
$234K
calls
$104K
puts
# of Institutions
965
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, CA25.9MShares$749 Million4.42% of portfolio
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Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
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Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
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Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio
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Fragasso Group Inc. Pittsburgh, PA3.35MShares$96.7 Million7.4% of portfolio
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High Tower Advisors, LLC Chicago, IL3.26MShares$94.2 Million0.4% of portfolio
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Northwestern Mutual Wealth Management CO2.37MShares$68.5 Million0.18% of portfolio
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Cerity Partners LLC New York, NY2.26MShares$65.5 Million0.42% of portfolio
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Wealth Enhancement Advisory Services, LLC2.07MShares$59.7 Million0.12% of portfolio