Schwab Strategic U.S. Mid Cap SCHM
Institutional shares held
96 Million
8K
calls
600
puts
Total value of holdings
$7.47B
$622K
calls
$46K
puts
# of Institutions
902
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, CA21.1MShares$1.64 Billion3.87% of portfolio
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Creative Planning Overland Park, KS10.1MShares$788 Million0.92% of portfolio
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High Tower Advisors, LLC Chicago, IL3.69MShares$287 Million0.49% of portfolio
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Wealth Enhancement Advisory Services, LLC2.14MShares$167 Million0.47% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio
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Cerity Partners LLC New York, NY1.98MShares$154 Million0.43% of portfolio
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Prime Capital Investment Advisors, LLC Overland Park, KS1.84MShares$143 Million2.1% of portfolio
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Advisory Alpha, LLC1.71MShares$133 Million5.76% of portfolio
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Northwestern Mutual Wealth Management CO1.71MShares$133 Million0.14% of portfolio
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Ubs Group Ag1.56MShares$121 Million0.03% of portfolio