Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
96.1 Million
8K
calls
600
puts
Total value of holdings
$7.61B
$633K
calls
$47K
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$1.67 Billion3.87% of portfolio
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Creative Planning Overland Park, KS10.1MShares$802 Million0.92% of portfolio
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High Tower Advisors, LLC Chicago, IL3.69MShares$292 Million0.49% of portfolio
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Wealth Enhancement Advisory Services, LLC2.14MShares$169 Million0.47% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO2MShares$158 Million2.99% of portfolio
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Cerity Partners LLC New York, NY1.98MShares$157 Million0.43% of portfolio
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Prime Capital Investment Advisors, LLC Overland Park, KS1.84MShares$145 Million2.1% of portfolio
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Advisory Alpha, LLC1.71MShares$136 Million5.76% of portfolio
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Northwestern Mutual Wealth Management CO1.71MShares$135 Million0.14% of portfolio
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Ubs Group Ag1.56MShares$123 Million0.03% of portfolio