Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
284 Million
45.7K
calls
5.47K
puts
Total value of holdings
$7.67B
$1.24M
calls
$147K
puts
# of Institutions
1,005
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, CA58.8MShares$1.59 Billion3.31% of portfolio
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Creative Planning Overland Park, KS28.9MShares$782 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10MShares$272 Million0.37% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$240 Million3.25% of portfolio
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Northwestern Mutual Wealth Management CO8.2MShares$222 Million0.18% of portfolio
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Advisory Alpha, LLC7.3MShares$197 Million6.56% of portfolio
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Cerity Partners LLC New York, NY6.91MShares$187 Million0.37% of portfolio
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Wealth Enhancement Advisory Services, LLC5.9MShares$160 Million0.32% of portfolio
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Ubs Group Ag5.15MShares$139 Million0.03% of portfolio
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Legacy Wealth Management, Inc4.2MShares$114 Million7.34% of portfolio