Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
284 Million
15K
calls
1.1K
puts
Total value of holdings
$7.22B
$381K
calls
$27K
puts
# of Institutions
1,004
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, CA59.4MShares$1.51 Billion3.47% of portfolio
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Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
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Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
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High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$190 Million2.94% of portfolio
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Cerity Partners LLC New York, NY6.71MShares$171 Million0.41% of portfolio
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Wealth Enhancement Advisory Services, LLC5.9MShares$150 Million0.32% of portfolio
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Ubs Group Ag4.34MShares$110 Million0.02% of portfolio
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Legacy Wealth Management, Inc4.2MShares$107 Million7.34% of portfolio