Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
284 Million
9.4K
calls
0
puts
Total value of holdings
$8.48B
$280K
calls
$0
puts
# of Institutions
1,041
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, CA60.4MShares$1.8 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$883 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$316 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$306 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$282 Million3.22% of portfolio
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Advisory Alpha, LLC8.37MShares$250 Million7.39% of portfolio
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Cerity Partners LLC New York, NY6MShares$179 Million0.31% of portfolio
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Wealth Enhancement Advisory Services, LLC5.8MShares$173 Million0.29% of portfolio
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Legacy Wealth Management, Inc4.18MShares$125 Million7.3% of portfolio
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Jmg Financial Group, Ltd.3.3MShares$98.4 Million2.92% of portfolio