Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
108 Million
8.1K
calls
3.6K
puts
Total value of holdings
$3B
$225K
calls
$100K
puts
# of Institutions
950
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$722 Million4.42% of portfolio
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Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
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High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
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Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio
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Cerity Partners LLC New York, NY2.26MShares$63 Million0.42% of portfolio
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Wealth Enhancement Advisory Services, LLC2.04MShares$56.8 Million0.38% of portfolio
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Advisory Alpha, LLC1.94MShares$53.9 Million5.78% of portfolio
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Mercer Global Advisors Inc Denver, CO1.81MShares$50.4 Million0.33% of portfolio
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Ubs Group Ag1.49MShares$41.4 Million0.03% of portfolio