Who owns Schwab Strategic Tr us reit etf?

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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 52M $1.1B 2% Dec 2023
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Financial Engines Advisors L.L.C 47M $841M 4% Sep 2023
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Creative Planning 29M $608M -2% Dec 2023
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Us Bancorp 25M $519M 2% Dec 2023
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Charles Schwab Investment Management 25M $515M -2% Dec 2023
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Envestnet Portfolio Solutions 6.1M $125M 100% Dec 2023
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HPM Partners 5.9M $57M 166% Dec 2023
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BlackRock 5.7M $101M 44% Sep 2023
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Northwestern Mutual Wealth Management Company 2.0M $36M 2% Sep 2023
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Moneta Group Investment Advisors 1.5M $32M 1% Dec 2023
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Huntington Asset Advisors 1.4M $29M -23% Dec 2023
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Moisand Fitzgerald Tamayo 1.1M $24M 22% Dec 2023
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Pnc Financial Services 1.1M $23M -10% Dec 2023
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Lake Street Advisors Group 1.1M $19M -2% Sep 2023
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M^T Bank Corporation 939k $20M -34% Dec 2023
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Foster & Motley 893k $19M -4% Dec 2023
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Charles Schwab Trust 886k $18M 54% Dec 2023
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Benjamin F. Edwards & Company 875k $18M 4% Dec 2023
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Apollon Wealth Management 778k $16M 45% Dec 2023
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Bnp Paribas Arbitrage, Snc 767k $16M 167% Dec 2023
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BlueSky Wealth Advisors 743k $15M -4% Dec 2023
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UBS Group 711k $15M 28% Dec 2023
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Wealthfront Advisers 589k $12M -26% Dec 2023
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Mariner Wealth Advisors 536k $11M -1% Dec 2023
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Betterment 497k $10M -3% Dec 2023
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Tortoise Investment Management 485k $10M 1% Dec 2023
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Toronto-Dominion Bank 480k $8.5M -35% Sep 2023
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Wealth Enhancement Advisory Services 468k $9.7M 16% Dec 2023
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Jackson Thornton Asset Management 457k $9.5M 48% Dec 2023
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Fund Evaluation Group 450k $9.3M 0% Dec 2023
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Courage Miller Partners 440k $9.1M 0% Dec 2023
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Envestnet Asset Management 425k $7.5M -93% Sep 2023
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Pioneer Wealth Management Group 419k $8.7M 16% Dec 2023
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Rockefeller Capital Management 417k $8.6M 0% Dec 2023
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Firestone Capital Management 402k $8.3M -6% Dec 2023
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LPL Financial 400k $7.1M 0% Sep 2023
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National Bank Of Canada /fi/ 398k $8.3M -1% Dec 2023
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Wells Fargo & Company 395k $8.2M -2% Dec 2023
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Strategic Financial Planning 375k $7.8M 6% Dec 2023
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Wealth Management Resources 355k $7.4M 6% Dec 2023
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Ubs Global Asset Management Americas 353k $7.3M -10% Dec 2023
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Krilogy Financial 342k $7.1M 4% Dec 2023
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Sensible Financial Planning & Management 319k $6.6M 8% Dec 2023
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Citadel Advisors 311k $6.4M 90% Dec 2023
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Vise Technologies 307k $6.4M 4% Dec 2023
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Financial Network Investment Corporation 281k $5.0M 7% Sep 2023
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Goldman Sachs Group 280k $5.8M 279% Dec 2023
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Omega Financial Group 269k $5.6M 3% Dec 2023
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Stratos Wealth Advisors 249k $5.2M 0% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 242k $5.0M 24% Dec 2023
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Jpmorgan Chase & Co 240k $5.0M 1084% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 230k $4.8M 11% Dec 2023
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Jones Financial Companies, L.L 224k $4.0M -4% Sep 2023
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Baird Financial 200k $4.1M 940% Dec 2023
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Vista Capital Partners 198k $4.1M 25% Dec 2023
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Q3 Asset Management 198k $4.1M 100% Dec 2023
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Appleton Partners 187k $3.9M 3% Dec 2023
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Pure Financial Advisors 184k $3.8M 78% Dec 2023
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First Republic Investment Management 184k $3.3M 19% Sep 2023
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Upper Left Wealth Management 182k $3.8M -5% Dec 2023
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Natixis Asset Management Advisors 166k $3.4M 177% Dec 2023
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Susquehanna International 166k $2.9M 248% Sep 2023
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Morgan Stanley 163k $2.9M -9% Sep 2023
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Rockbridge Investment Management, LCC 155k $3.2M 100% Dec 2023
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HighTower Advisors 154k $3.2M 3% Dec 2023
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Financial Counselors 145k $3.0M 0% Dec 2023
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Congress Wealth Management LLC / DE / 145k $3.0M -16% Dec 2023
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Marshall Financial Group 144k $3.0M 11% Dec 2023
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Fiduciary Alliance 142k $2.9M 100% Dec 2023
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Schoolcraft Capital 134k $2.8M -6% Dec 2023
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SWS Partners 128k $2.3M 7% Sep 2023
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Waypoint Capital Advisors 125k $2.6M 118% Dec 2023
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Cypress Point Wealth Management 125k $2.6M -15% Dec 2023
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Jackson Creek Investment Advisors 125k $2.6M 3% Dec 2023
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Kohmann Bosshard Financial Services 123k $2.5M 30% Dec 2023
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Brooklyn FI 122k $2.5M 100% Dec 2023
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Zrc Wealth Management 122k $2.2M 100% Dec 2023
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Gyl Financial Synergies 121k $2.5M 15% Dec 2023
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Smith, Moore & Co. 119k $2.1M 1% Sep 2023
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JMG Financial Group 119k $2.5M -13% Dec 2023
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JNBA Financial Advisors 116k $2.4M -5% Dec 2023
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Perigon Wealth Management 114k $2.4M 3% Dec 2023
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Branch Banking & Trust Company 112k $2.3M 8% Dec 2023
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Pacific Capital Wealth Advisors 108k $2.2M 4% Dec 2023
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Yale Capital Corp. 107k $1.9M 1% Sep 2023
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Koss-Olinger Consulting 106k $1.9M 100% Sep 2023
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Empower Advisory Group 106k $2.2M 57% Dec 2023
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Geneos Wealth Management 106k $2.2M -2% Dec 2023
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Brio Consultants 105k $2.2M 162% Dec 2023
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Awm Capital 103k $2.1M 0% Dec 2023
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Vivaldi Capital Management 101k $2.0M 63% Dec 2023
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Patriot Investment Management 99k $2.0M -16% Dec 2023
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Johnson Financial 97k $2.0M 100% Dec 2023
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Principal Securities 96k $2.0M 100% Dec 2023
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Peterson Wealth Advisors 96k $2.0M -9% Dec 2023
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Glassy Mountain Advisors 95k $2.0M 20% Dec 2023
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Davis Capital Management 94k $2.0M 100% Dec 2023
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Evergreen Capital Management 94k $1.7M 2% Sep 2023
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Fairview Capital Investment Management 93k $1.7M -9% Sep 2023
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Advisor Group Holdings 92k $1.9M -14% Dec 2023
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Mercer Global Advisors 91k $1.9M -15% Dec 2023
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Wealthcare Advisory Partners 90k $1.9M 59% Dec 2023
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HHM Wealth Advisors 90k $1.6M -2% Sep 2023
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Madden Advisory Services 89k $1.8M -1% Dec 2023
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Black Diamond Financial 86k $1.8M -4% Dec 2023
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Ballast Advisors 82k $1.7M -3% Dec 2023
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Chicago Partners Investment 82k $1.6M -12% Dec 2023
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Landmark Wealth Management 80k $1.7M 5% Dec 2023
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H D Vest Advisory Services 80k $1.7M 35% Dec 2023
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Peloton Wealth Strategists 80k $1.7M -2% Dec 2023
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Tower Research Capital 80k $1.4M 100% Sep 2023
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Ameriprise Financial 79k $1.4M 1% Sep 2023
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REDW Stanley Financial Advisors 78k $1.6M 11% Dec 2023
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AE Wealth Management 75k $1.5M 18% Dec 2023
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Rsm Us Wealth Management 73k $1.5M 78% Dec 2023
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Bank of America Corporation 72k $1.5M -10% Dec 2023
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Millburn Ridgefield 72k $1.5M 10% Dec 2023
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Colony 71k $1.5M 100% Dec 2023
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Private Advisor 71k $1.5M -24% Dec 2023
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FC Advisory 71k $1.5M 12% Dec 2023
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IFG Advisors 70k $1.4M -3% Dec 2023
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AlphaStar Capital Management 69k $1.4M 108% Dec 2023
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MAI Wealth Advisors 67k $1.4M 42% Dec 2023
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Mml Investors Services 65k $1.1M -8% Sep 2023
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Curtis Advisory Group 64k $1.3M 0% Dec 2023
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Bensler 64k $1.3M -21% Dec 2023
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Resources Investment Advisors 64k $1.1M -13% Sep 2023
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Trillium Asset Management Corporation 63k $1.3M 0% Dec 2023
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JFG Wealth Management 62k $1.3M 100% Dec 2023
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SeaCrest Wealth Management 62k $1.3M 6% Dec 2023
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ValMark Advisers 61k $1.3M 0% Dec 2023
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APCM Wealth Management for Individuals 58k $1.2M 9% Dec 2023
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Greenleaf Trust 58k $1.2M 0% Dec 2023
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Atlas Capital Advisors 57k $1.2M -11% Dec 2023
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Guardian Financial Partners 57k $1.2M 41% Dec 2023
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Alesco Advisors 57k $1.2M 2% Dec 2023
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BCS Wealth Management 55k $1.1M -7% Dec 2023
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HBK Sorce Advisory 55k $1.1M -4% Dec 2023
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Becker Capital Management 55k $1.1M 0% Dec 2023
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Colony Group 54k $962k 19% Sep 2023
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Curbstone Financial Management 53k $1.1M 0% Dec 2023
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Gerber Kawasaki Wealth & Investment Management 53k $939k -1% Sep 2023
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Tempus Wealth Planning 53k $1.1M 9% Dec 2023
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CI Private Wealth 52k $1.1M 101% Dec 2023
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Lederer & Associates Investment Counsel 51k $1.1M 0% Dec 2023
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Watershed Private Wealth 51k $1.0M -13% Dec 2023
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Capital Insight Partners 50k $1.0M -9% Dec 2023
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Buckingham Asset Management 50k $1.0M -28% Dec 2023
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Wagner Bowman Management 50k $1.0M -17% Dec 2023
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Winthrop Capital Management 49k $1.0M 100% Dec 2023
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Elm Partners Management 43k $898k -50% Dec 2023
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Aletheian Wealth Advisors 42k $878k -52% Dec 2023
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Roundview Capital 32k $664k -48% Dec 2023
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Bank of New York Mellon 17k $342k -84% Dec 2023
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Phocas Financial 14k $283k -88% Dec 2023
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Who sold out of Schwab Strategic Tr us reit etf?

Fund or Company Name Date Sold Shares Held Valued At
Catalyst Capital Advisors Jun 2023 1.3M $24M
Cornerstone Wealth Advisors Sep 2023 257k $4.6M
Gunma Bank Sep 2023 221k $3.9M
Strata Wealth Advisors Sep 2023 115k $2.0M
FLC Capital Advisors Sep 2023 110k $2.0M
Hillcrest Wealth Advisors - NY Sep 2023 52k $913k