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
1,019
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$1.7 Billion3.31% of portfolio
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Creative Planning Overland Park, KS28.9MShares$836 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10MShares$290 Million0.37% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$256 Million3.25% of portfolio
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Northwestern Mutual Wealth Management CO8.2MShares$237 Million0.18% of portfolio
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Advisory Alpha, LLC7.3MShares$211 Million6.56% of portfolio
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Cerity Partners LLC New York, NY6.91MShares$200 Million0.37% of portfolio
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Wealth Enhancement Advisory Services, LLC5.8MShares$168 Million0.29% of portfolio
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Ubs Group Ag5.15MShares$149 Million0.03% of portfolio
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Legacy Wealth Management, Inc4.18MShares$121 Million7.3% of portfolio