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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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 |
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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 |