Who owns Schwab Strategic Tr us reit etf?
- Ticker: SCHH
- CUSIP Number: 808524847
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr us reit etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr us reit etf stock
Who bought or sold Schwab Strategic Tr us reit etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 54M | $1.1B | 3% | Mar 2024 |
|
| Financial Engines Advisors L.L.C | 51M | $1.0B | 7% | Mar 2024 |
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| Creative Planning | 29M | $578M | -3% | Mar 2024 |
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| Charles Schwab Investment Management | 27M | $555M | 10% | Mar 2024 |
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| Us Bancorp | 26M | $529M | 4% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 7.9M | $161M | 293% | Mar 2024 |
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| Envestnet Portfolio Solutions | 6.4M | $129M | 5% | Mar 2024 |
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| BlackRock | 4.5M | $91M | -22% | Mar 2024 |
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| HPM Partners | 2.7M | $56M | -54% | Mar 2024 |
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| Huntington Asset Advisors | 2.1M | $42M | 49% | Mar 2024 |
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| Moneta Group Investment Advisors | 1.5M | $32M | 1% | Dec 2023 |
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| Ameriprise Financial | 1.5M | $31M | 1806% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 1.2M | $25M | 9% | Mar 2024 |
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| Pnc Financial Services | 1.1M | $22M | -3% | Mar 2024 |
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| Charles Schwab Trust | 995k | $20M | 12% | Mar 2024 |
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| Apollon Wealth Management | 950k | $19M | 22% | Mar 2024 |
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| M^T Bank Corporation | 934k | $19M | -1% | Mar 2024 |
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| Foster & Motley | 902k | $18M | 1% | Mar 2024 |
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| Benjamin F. Edwards & Company | 841k | $17M | -4% | Mar 2024 |
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| UBS Group | 700k | $14M | -2% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 671k | $14M | -13% | Mar 2024 |
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| Wealthfront Advisers | 614k | $13M | 4% | Mar 2024 |
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| Betterment | 558k | $11M | 12% | Mar 2024 |
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| Mariner Wealth Advisors | 518k | $11M | -3% | Mar 2024 |
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| Tortoise Investment Management | 509k | $10M | 5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 467k | $9.5M | 0% | Mar 2024 |
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| Jackson Thornton Asset Management | 466k | $9.5M | 2% | Mar 2024 |
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| Courage Miller Partners | 453k | $9.2M | 3% | Mar 2024 |
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| Fund Evaluation Group | 450k | $9.1M | 0% | Mar 2024 |
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| Pioneer Wealth Management Group | 444k | $9.0M | 6% | Mar 2024 |
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| LPL Financial | 419k | $8.5M | 5% | Mar 2024 |
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| Rockefeller Capital Management | 417k | $8.6M | 0% | Dec 2023 |
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| Firestone Capital Management | 410k | $8.3M | 2% | Mar 2024 |
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| National Bank Of Canada /fi/ | 398k | $8.3M | -1% | Dec 2023 |
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| Strategic Financial Planning | 392k | $8.0M | 5% | Mar 2024 |
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| Wells Fargo & Company | 379k | $7.7M | -4% | Mar 2024 |
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| Envestnet Asset Management | 376k | $7.6M | -12% | Mar 2024 |
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| Wealth Management Resources | 367k | $7.4M | 3% | Mar 2024 |
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| Ubs Global Asset Management Americas | 351k | $7.1M | 0% | Mar 2024 |
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| Krilogy Financial | 345k | $7.0M | 1% | Mar 2024 |
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| Vise Technologies | 338k | $6.9M | 10% | Mar 2024 |
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| Sensible Financial Planning & Management | 331k | $6.7M | 4% | Mar 2024 |
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| Goldman Sachs Group | 329k | $6.7M | 17% | Mar 2024 |
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| Townsquare Capital | 309k | $6.3M | 2766% | Mar 2024 |
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| Brown Wealth Management | 292k | $5.9M | 100% | Mar 2024 |
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| Omega Financial Group | 277k | $5.6M | 3% | Mar 2024 |
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| Citadel Advisors | 271k | $5.5M | -13% | Mar 2024 |
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| Stratos Wealth Advisors | 262k | $5.3M | 5% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 255k | $5.2M | 11% | Mar 2024 |
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| Jpmorgan Chase & Co | 244k | $4.9M | 2% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 237k | $4.8M | -2% | Mar 2024 |
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| WealthCollab | 233k | $4.7M | 1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 226k | $4.6M | 415% | Mar 2024 |
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| Morgan Stanley | 219k | $7.7M | 34% | Mar 2024 |
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| D. E. Shaw & Co | 218k | $4.4M | 100% | Mar 2024 |
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| Baird Financial | 200k | $4.1M | 940% | Dec 2023 |
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| Vista Capital Partners | 192k | $3.9M | -3% | Mar 2024 |
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| Appleton Partners | 187k | $3.9M | 3% | Dec 2023 |
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| Forum Financial Management | 186k | $3.8M | 100% | Mar 2024 |
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| Pure Financial Advisors | 184k | $3.7M | 0% | Mar 2024 |
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| Upper Left Wealth Management | 181k | $3.7M | 0% | Mar 2024 |
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| Elm Partners Management | 179k | $3.6M | 313% | Mar 2024 |
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| Zrc Wealth Management | 164k | $3.3M | 35% | Mar 2024 |
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| Marshall Financial Group | 162k | $3.3M | 12% | Mar 2024 |
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| HighTower Advisors | 161k | $3.3M | 5% | Mar 2024 |
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| Cibc World Markets | 158k | $3.2M | 716% | Mar 2024 |
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| Rockbridge Investment Management, LCC | 153k | $3.1M | -1% | Mar 2024 |
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| Fiduciary Alliance | 150k | $3.0M | 6% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 150k | $3.0M | 4% | Mar 2024 |
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| Financial Counselors | 145k | $2.9M | 0% | Mar 2024 |
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| Schoolcraft Capital | 133k | $2.7M | -1% | Mar 2024 |
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| Smith, Moore & Co. | 132k | $2.7M | 11% | Mar 2024 |
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| SWS Partners | 131k | $2.7M | 2% | Mar 2024 |
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| Jackson Creek Investment Advisors | 130k | $2.6M | 4% | Mar 2024 |
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| JMG Financial Group | 129k | $2.6M | 9% | Mar 2024 |
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| Cypress Point Wealth Management | 128k | $2.6M | 3% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 126k | $2.6M | 3% | Mar 2024 |
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| Brooklyn FI | 121k | $2.5M | 0% | Mar 2024 |
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| Perigon Wealth Management | 121k | $2.5M | 6% | Mar 2024 |
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| Gyl Financial Synergies | 121k | $2.5M | 15% | Dec 2023 |
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| Branch Banking & Trust Company | 117k | $2.4M | 4% | Mar 2024 |
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| Fairview Capital Investment Management | 110k | $2.2M | 18% | Mar 2024 |
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| Pacific Capital Wealth Advisors | 108k | $2.2M | 0% | Mar 2024 |
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| Brio Consultants | 104k | $2.1M | -1% | Mar 2024 |
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| Empower Advisory Group | 103k | $2.1M | -2% | Mar 2024 |
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| Awm Capital | 103k | $2.1M | 0% | Mar 2024 |
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| Waypoint Capital Advisors | 102k | $2.1M | -18% | Mar 2024 |
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| Vivaldi Capital Management | 102k | $2.0M | 1% | Mar 2024 |
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| Geneos Wealth Management | 101k | $2.1M | -4% | Mar 2024 |
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| Glassy Mountain Advisors | 99k | $2.0M | 5% | Mar 2024 |
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| Yale Capital Corp. | 98k | $2.0M | -9% | Mar 2024 |
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| Patriot Investment Management | 97k | $2.0M | -2% | Mar 2024 |
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| Johnson Financial | 97k | $2.0M | -1% | Mar 2024 |
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| GSA Capital Partners | 96k | $2.0M | 100% | Mar 2024 |
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| Davis Capital Management | 96k | $1.9M | 2% | Mar 2024 |
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| Atlas Capital Advisors | 95k | $1.9M | 66% | Mar 2024 |
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| Peterson Wealth Advisors | 95k | $1.9M | -1% | Mar 2024 |
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| Principal Securities | 94k | $1.9M | -2% | Mar 2024 |
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| Ballast Advisors | 92k | $1.9M | 12% | Mar 2024 |
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| Advisor Group Holdings | 91k | $1.9M | 0% | Mar 2024 |
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| HHM Wealth Advisors | 91k | $1.9M | 2% | Mar 2024 |
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| Madden Advisory Services | 90k | $1.8M | 1% | Mar 2024 |
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| Modera Wealth Management | 90k | $1.8M | 459% | Mar 2024 |
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| Bank of America Corporation | 88k | $1.8M | 21% | Mar 2024 |
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| Royal Bank of Canada | 88k | $1.8M | 148% | Mar 2024 |
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| Black Diamond Financial | 86k | $1.8M | 0% | Mar 2024 |
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| Wealthcare Advisory Partners | 86k | $1.7M | -5% | Mar 2024 |
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| Mercer Global Advisors | 83k | $2.1M | -9% | Mar 2024 |
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| Landmark Wealth Management | 82k | $1.7M | 2% | Mar 2024 |
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| Rsm Us Wealth Management | 79k | $1.6M | 8% | Mar 2024 |
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| Colony | 77k | $1.6M | 8% | Mar 2024 |
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| Peloton Wealth Strategists | 77k | $1.6M | -4% | Mar 2024 |
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| Chicago Partners Investment | 76k | $1.4M | -7% | Mar 2024 |
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| Hrt Financial | 75k | $1.5M | 100% | Mar 2024 |
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| Alaska Retirement Management Board | 74k | $1.5M | 236% | Mar 2024 |
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| H D Vest Advisory Services | 74k | $1.5M | -8% | Mar 2024 |
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| Millburn Ridgefield | 73k | $1.5M | 2% | Mar 2024 |
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| FC Advisory | 72k | $1.5M | 1% | Mar 2024 |
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| MAI Wealth Advisors | 71k | $1.4M | 7% | Mar 2024 |
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| REDW Stanley Financial Advisors | 71k | $1.4M | -9% | Mar 2024 |
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| Trillium Asset Management Corporation | 71k | $1.4M | 12% | Mar 2024 |
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| IFG Advisors | 69k | $1.4M | 0% | Mar 2024 |
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| Resources Investment Advisors | 68k | $1.4M | 7% | Mar 2024 |
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| SeaCrest Wealth Management | 67k | $1.4M | 8% | Mar 2024 |
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| Engineers Gate Manager | 66k | $1.3M | 100% | Mar 2024 |
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| Guardian Financial Partners | 65k | $1.3M | 15% | Mar 2024 |
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| ValMark Advisers | 62k | $1.3M | 3% | Mar 2024 |
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| JFG Wealth Management | 62k | $1.3M | 0% | Mar 2024 |
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| APCM Wealth Management for Individuals | 61k | $1.2M | 5% | Mar 2024 |
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| AE Wealth Management | 61k | $1.2M | -20% | Mar 2024 |
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| Alesco Advisors | 59k | $1.2M | 5% | Mar 2024 |
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| Greenleaf Trust | 58k | $1.2M | 0% | Mar 2024 |
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| Curtis Advisory Group | 58k | $1.2M | -11% | Mar 2024 |
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| SageView Advisory Group | 56k | $2.6M | 100% | Mar 2024 |
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| BCS Wealth Management | 55k | $1.1M | -7% | Dec 2023 |
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| Becker Capital Management | 55k | $1.1M | 0% | Mar 2024 |
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| HBK Sorce Advisory | 55k | $1.1M | 0% | Mar 2024 |
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| Tempus Wealth Planning | 55k | $1.1M | 3% | Mar 2024 |
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| Curbstone Financial Management | 53k | $1.1M | 0% | Mar 2024 |
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| CI Private Wealth | 53k | $1.1M | 2% | Mar 2024 |
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| Susquehanna International | 52k | $1.0M | -69% | Mar 2024 |
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| Lederer & Associates Investment Counsel | 51k | $1.0M | 0% | Mar 2024 |
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| Private Advisor | 51k | $1.0M | -28% | Mar 2024 |
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| Buckingham Asset Management | 51k | $1.0M | 2% | Mar 2024 |
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| Jane Street | 50k | $1.0M | 100% | Mar 2024 |
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| Apollon Financial | 50k | $1.0M | 100% | Mar 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 49k | $999k | -7% | Mar 2024 |
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| Hexagon Capital Partners | 49k | $997k | 29% | Mar 2024 |
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| Capital Insight Partners | 49k | $995k | -2% | Mar 2024 |
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| Honkamp Krueger Financial Services | 49k | $993k | 100% | Mar 2024 |
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| Bensler | 49k | $986k | -24% | Mar 2024 |
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| Watershed Private Wealth | 44k | $889k | -13% | Mar 2024 |
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| Wagner Bowman Management | 38k | $763k | -24% | Mar 2024 |
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| Tower Research Capital | 32k | $654k | -59% | Mar 2024 |
|
| Natixis Asset Management Advisors | 22k | $454k | -87% | Mar 2024 |
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Who sold out of Schwab Strategic Tr us reit etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlueSky Wealth Advisors | Dec 2023 | 743k | $15M |
| Q3 Asset Management | Dec 2023 | 198k | $4.1M |
| JNBA Financial Advisors | Dec 2023 | 116k | $2.4M |
| Koss-Olinger Consulting | Sep 2023 | 106k | $1.9M |
| AlphaStar Capital Management | Dec 2023 | 69k | $1.4M |