Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
284 Million
45.7K
calls
5.47K
puts
Total value of holdings
$8.05B
$1.3M
calls
$155K
puts
# of Institutions
1,003
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$1.67 Billion3.31% of portfolio
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Creative Planning Overland Park, KS28.9MShares$821 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
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Northwestern Mutual Wealth Management CO8.2MShares$233 Million0.18% of portfolio
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Advisory Alpha, LLC7.3MShares$207 Million6.56% of portfolio
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Cerity Partners LLC New York, NY6.91MShares$196 Million0.37% of portfolio
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Wealth Enhancement Advisory Services, LLC5.9MShares$168 Million0.32% of portfolio
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Ubs Group Ag5.15MShares$146 Million0.03% of portfolio
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Legacy Wealth Management, Inc4.2MShares$119 Million7.34% of portfolio