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 | 52M | $1.1B | 2% | Dec 2023 |
|
| 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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| 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 | 1.2M | $25M | 9% | Mar 2024 |
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| Pnc Financial Services | 1.1M | $23M | -10% | Dec 2023 |
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| Charles Schwab Trust | 995k | $20M | 12% | Mar 2024 |
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| M^T Bank Corporation | 939k | $20M | -34% | Dec 2023 |
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| Foster & Motley | 902k | $18M | 1% | Mar 2024 |
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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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| UBS Group | 711k | $15M | 28% | Dec 2023 |
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| Wealthfront Advisers | 614k | $13M | 4% | Mar 2024 |
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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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| Wealth Enhancement Advisory Services | 467k | $9.5M | 0% | Mar 2024 |
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| Jackson Thornton Asset Management | 457k | $9.5M | 48% | Dec 2023 |
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| Courage Miller Partners | 453k | $9.2M | 3% | Mar 2024 |
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| Fund Evaluation Group | 450k | $9.3M | 0% | Dec 2023 |
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| Pioneer Wealth Management Group | 444k | $9.0M | 6% | Mar 2024 |
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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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| 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 | 392k | $8.0M | 5% | Mar 2024 |
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| Wealth Management Resources | 367k | $7.4M | 3% | Mar 2024 |
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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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| Goldman Sachs Group | 280k | $5.8M | 279% | Dec 2023 |
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| Omega Financial Group | 277k | $5.6M | 3% | Mar 2024 |
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| Stratos Wealth Advisors | 262k | $5.3M | 5% | Mar 2024 |
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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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| WealthCollab | 232k | $4.8M | 100% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 230k | $4.8M | 11% | Dec 2023 |
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| Raymond James Financial Services Advisors | 226k | $4.6M | 415% | Mar 2024 |
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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 | $3.7M | 0% | Mar 2024 |
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| Upper Left Wealth Management | 181k | $3.7M | 0% | Mar 2024 |
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| Natixis Asset Management Advisors | 166k | $3.4M | 177% | Dec 2023 |
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| Zrc Wealth Management | 164k | $3.3M | 35% | Mar 2024 |
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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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| 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 | $3.0M | 0% | Dec 2023 |
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| Marshall Financial Group | 144k | $3.0M | 11% | Dec 2023 |
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| Schoolcraft Capital | 133k | $2.7M | -1% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 126k | $2.6M | 3% | Mar 2024 |
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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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| Brooklyn FI | 121k | $2.5M | 0% | Mar 2024 |
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| Gyl Financial Synergies | 121k | $2.5M | 15% | Dec 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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| 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% | Mar 2024 |
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| Vivaldi Capital Management | 101k | $2.0M | 63% | Dec 2023 |
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| Johnson Financial | 97k | $2.0M | 100% | Dec 2023 |
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| Patriot Investment Management | 97k | $2.0M | -2% | Mar 2024 |
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| Davis Capital Management | 96k | $1.9M | 2% | Mar 2024 |
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| Principal Securities | 96k | $2.0M | 100% | Dec 2023 |
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| Glassy Mountain Advisors | 95k | $2.0M | 20% | Dec 2023 |
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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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| 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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| 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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| Wealthcare Advisory Partners | 86k | $1.7M | -5% | Mar 2024 |
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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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| 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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| Alaska Retirement Management Board | 74k | $1.5M | 236% | Mar 2024 |
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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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| FC Advisory | 72k | $1.5M | 1% | Mar 2024 |
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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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| 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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| SeaCrest Wealth Management | 67k | $1.4M | 8% | Mar 2024 |
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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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| 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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| APCM Wealth Management for Individuals | 61k | $1.2M | 5% | Mar 2024 |
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| ValMark Advisers | 61k | $1.3M | 0% | Dec 2023 |
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| Greenleaf Trust | 58k | $1.2M | 0% | 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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| 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 | 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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| Buckingham Asset Management | 50k | $1.0M | -28% | Dec 2023 |
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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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| Winthrop Capital Management | 49k | $1.0M | 100% | Dec 2023 |
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| Hanson McClain Advisors | 48k | $991k | 7% | Dec 2023 |
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| Cambridge Investment Research Advisors | 47k | $979k | 85% | Dec 2023 |
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| Commonwealth Equity Services | 47k | $971k | 1% | Dec 2023 |
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| Walkner Condon Financial Advisors | 47k | $948k | 0% | Mar 2024 |
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| Root Financial Partners | 46k | $942k | 5% | Dec 2023 |
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| Retirement Group | 45k | $927k | -4% | Dec 2023 |
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| Gradient Capital Advisors | 45k | $906k | -4% | Mar 2024 |
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| Mission Wealth Management | 44k | $907k | -4% | Dec 2023 |
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| Elm Partners Management | 43k | $898k | -50% | Dec 2023 |
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| Sumitomo Mitsui Trust Holdings | 43k | $866k | 10% | Mar 2024 |
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| Aletheian Wealth Advisors | 42k | $856k | -1% | Mar 2024 |
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| Sculati Wealth Management | 42k | $863k | -1% | Dec 2023 |
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| VPR Management | 39k | $816k | 0% | Dec 2023 |
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| Kades & Cheifetz | 39k | $804k | 21% | Dec 2023 |
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| Garde Capital | 39k | $802k | 0% | Dec 2023 |
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| Fifth Third Securities | 38k | $780k | 2% | Mar 2024 |
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| Camden Capital | 38k | $793k | 0% | Dec 2023 |
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| SigFig Wealth Management | 38k | $638k | 5% | Dec 2023 |
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| Wagner Bowman Management | 38k | $763k | -24% | Mar 2024 |
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| Stifel Financial | 37k | $775k | 16% | Dec 2023 |
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| Vanguard Group | 37k | $767k | 0% | Dec 2023 |
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| Forza Wealth Management | 37k | $742k | 0% | Mar 2024 |
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| Altfest L J & Co | 36k | $736k | 0% | Mar 2024 |
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| Values Added Financial | 36k | $751k | -2% | Dec 2023 |
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| Bangor Savings Bank | 33k | $677k | -16% | Mar 2024 |
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| Roundview Capital | 32k | $664k | -48% | Dec 2023 |
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| Orion Portfolio Solutions | 32k | $652k | -16% | Dec 2023 |
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| Lee Financial | 28k | $582k | -26% | Dec 2023 |
|
| Bank of New York Mellon | 17k | $342k | -84% | Dec 2023 |
|
| WMS Partners | 13k | $273k | -67% | 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 |
|---|---|---|---|
| BlueSky Wealth Advisors | Dec 2023 | 743k | $15M |
| Gunma Bank | Sep 2023 | 221k | $3.9M |
| FLC Capital Advisors | Sep 2023 | 110k | $2.0M |
| Koss-Olinger Consulting | Sep 2023 | 106k | $1.9M |
| DDD Partners | Sep 2023 | 36k | $647k |