Who owns Schwab Strategic Tr us reit etf?
- Ticker: SCHH
- CUSIP Number: 808524847
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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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 57M | $1.2B | 3% | Sep 2025 |
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| Us Bancorp | 32M | $692M | 5% | Sep 2025 |
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| FMR | 28M | $603M | 6% | Sep 2025 |
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| Creative Planning | 22M | $468M | -4% | Sep 2025 |
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| Envestnet Portfolio Solutions | 8.4M | $180M | 6% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 7.4M | $161M | -5% | Sep 2025 |
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| HPM Partners | 2.6M | $57M | -1% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 1.7M | $37M | 420% | Sep 2025 |
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| Ameriprise Financial | 1.7M | $37M | 5% | Sep 2025 |
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| Benjamin Edwards | 1.7M | $36M | 8% | Sep 2025 |
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| Mason Street Advisors | 1.6M | $35M | 10% | Sep 2025 |
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| Huntington Asset Advisors | 1.5M | $33M | -1% | Sep 2025 |
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| Charles Schwab Trust | 1.3M | $28M | 7% | Sep 2025 |
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| Envestnet Asset Management | 1.2M | $26M | 34% | Sep 2025 |
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| Moneta Group Investment Advisors | 1.1M | $23M | -8% | Sep 2025 |
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| BlackRock | 1.1M | $23M | -11% | Sep 2025 |
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| BlueSky Wealth Advisors | 991k | $21M | 7% | Sep 2025 |
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| Foster & Motley | 961k | $21M | 1% | Sep 2025 |
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| Pnc Financial Services | 850k | $18M | 8% | Sep 2025 |
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| Hantz Financial Services | 827k | $18M | -1% | Sep 2025 |
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| ZynergyRetirementPlanning | 746k | $16M | 2% | Sep 2025 |
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| Betterment | 708k | $15M | 12% | Sep 2025 |
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| Pioneer Wealth Management Group | 697k | $15M | 14% | Sep 2025 |
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| Wealthfront Advisers | 641k | $14M | -4% | Sep 2025 |
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| Atomi Financial Group | 629k | $14M | 100% | Sep 2025 |
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| Pure Portfolios Holdings | 625k | $14M | 6% | Sep 2025 |
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| Principal Securities | 589k | $13M | 19% | Sep 2025 |
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| Elm Partners Management | 564k | $12M | 63% | Sep 2025 |
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| Courage Miller Partners | 514k | $11M | 6% | Sep 2025 |
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| Morningstar Investment Management | 508k | $11M | -57% | Sep 2025 |
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| Tortoise Investment Management | 495k | $11M | -5% | Sep 2025 |
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| Krilogy Financial | 466k | $9.8M | 22% | Sep 2025 |
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| Strategic Financial Planning | 460k | $9.9M | 1% | Sep 2025 |
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| Firestone Capital Management | 441k | $9.5M | 2% | Sep 2025 |
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| Jackson Thornton Asset Management | 434k | $9.2M | -3% | Sep 2025 |
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| Mariner Wealth Advisors | 403k | $8.7M | -2% | Sep 2025 |
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| Christopher J. Hasenberg | 401k | $8.5M | 100% | Jun 2025 |
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| Wealth Management Resources | 398k | $8.6M | 2% | Sep 2025 |
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| Vise Technologies | 393k | $8.5M | 3% | Sep 2025 |
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| Wells Fargo & Company | 385k | $8.3M | 0% | Sep 2025 |
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| UBS Group | 375k | $8.1M | -4% | Sep 2025 |
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| Rockefeller Capital Management | 370k | $8.0M | 6% | Sep 2025 |
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| Coconut Grove Bank | 365k | $7.9M | 14% | Sep 2025 |
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| LPL Financial | 345k | $7.5M | 23% | Sep 2025 |
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| Colony | 343k | $7.4M | -39% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 340k | $7.3M | 10% | Sep 2025 |
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| Vista Capital Partners | 337k | $7.3M | 0% | Sep 2025 |
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| Neuberger Berman Group | 334k | $7.2M | 1% | Sep 2025 |
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| Sensible Financial Planning & Management | 322k | $6.9M | -4% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 321k | $6.8M | -1% | Sep 2025 |
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| Jones Financial Companies, L.L | 302k | $6.5M | 8% | Sep 2025 |
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| National Bank Of Canada /fi/ | 295k | $6.4M | -5% | Sep 2025 |
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| Cetera Investment Advisers | 292k | $6.3M | 37% | Sep 2025 |
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| Passive Capital Management | 282k | $6.1M | 5% | Sep 2025 |
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| Brown Wealth Management | 281k | $6.1M | -22% | Sep 2025 |
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| Manning & Napier Advisors | 268k | $5.8M | 18% | Sep 2025 |
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| Beacon Pointe Advisors | 264k | $5.7M | 314% | Sep 2025 |
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| Morgan Stanley | 259k | $5.5M | 100% | Jun 2025 |
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| WealthCollab | 258k | $5.6M | 1% | Sep 2025 |
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| White & Co Financial Planning | 253k | $5.4M | 2% | Sep 2025 |
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| Asset Allocation Strategies | 230k | $5.0M | 2% | Sep 2025 |
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| Advisor Group Holdings | 230k | $5.0M | 256% | Sep 2025 |
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| Upper Left Wealth Management | 224k | $4.8M | 3% | Sep 2025 |
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| CoreCap Advisors | 217k | $4.7M | 55% | Sep 2025 |
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| Appleton Partners | 213k | $4.6M | 3% | Sep 2025 |
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| Baird Financial | 213k | $4.6M | 23% | Sep 2025 |
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| Zrc Wealth Management | 205k | $4.4M | 6% | Sep 2025 |
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| Pure Financial Advisors | 204k | $4.4M | 3% | Sep 2025 |
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| Omega Financial Group | 198k | $4.3M | 0% | Sep 2025 |
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| Stanich Group | 196k | $4.2M | 100% | Sep 2025 |
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| Cypress Point Wealth Management | 195k | $4.2M | 11% | Sep 2025 |
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| Fiduciary Alliance | 189k | $4.1M | 4% | Sep 2025 |
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| HighTower Advisors | 182k | $3.9M | 3% | Sep 2025 |
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| Smith, Moore & Co. | 177k | $3.8M | 4% | Sep 2025 |
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| Moisand Fitzgerald Tamayo | 176k | $3.8M | -4% | Sep 2025 |
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| Yale Capital Corp. | 175k | $3.8M | 26% | Sep 2025 |
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| Stratos Wealth Advisors | 175k | $3.8M | -1% | Sep 2025 |
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| Rfg Holdings | 167k | $3.6M | 6% | Sep 2025 |
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| Brand Asset Management Group | 162k | $3.5M | 1475% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 162k | $3.5M | -1% | Sep 2025 |
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| Assetmark | 162k | $3.5M | 6413% | Sep 2025 |
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| SWS Partners | 162k | $3.5M | 12% | Sep 2025 |
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| Epiq Partners | 160k | $3.5M | 8% | Sep 2025 |
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| Vestwell Advisors | 160k | $3.4M | 100% | Sep 2025 |
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| Brooklyn FI | 160k | $3.4M | 2% | Sep 2025 |
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| Raymond James Financial | 152k | $3.3M | -22% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 152k | $3.2M | 1% | Jun 2025 |
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| Hartland & Co | 150k | $3.2M | 1457% | Sep 2025 |
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| Perigon Wealth Management | 146k | $3.1M | 4% | Sep 2025 |
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| CIBC Bancorp USA | 141k | $3.0M | 100% | Sep 2025 |
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| Cibc World Markets | 137k | $2.9M | -8% | Jun 2025 |
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| Rooted Wealth Advisors | 135k | $2.9M | -22% | Sep 2025 |
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| Midwest Trust | 131k | $2.8M | 0% | Sep 2025 |
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| Guardian Financial Partners | 127k | $2.7M | 4% | Sep 2025 |
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| Sagace Wealth Management | 124k | $2.7M | 7% | Sep 2025 |
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| JMG Financial Group | 123k | $2.7M | 1% | Sep 2025 |
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| Gotham Asset Management | 116k | $2.5M | 100% | Sep 2025 |
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| Glassy Mountain Advisors | 113k | $2.4M | -11% | Sep 2025 |
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| Ballast Advisors | 111k | $2.4M | 7% | Sep 2025 |
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| Mercer Global Advisors | 110k | $2.4M | -16% | Sep 2025 |
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| Madden Advisory Services | 107k | $2.3M | 1% | Sep 2025 |
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| Koss-Olinger Consulting | 106k | $2.2M | 0% | Sep 2025 |
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| Schoolcraft Capital | 104k | $2.3M | -15% | Sep 2025 |
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| Apollon Wealth Management | 104k | $2.2M | -7% | Sep 2025 |
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| Brio Consultants | 101k | $2.2M | 3% | Sep 2025 |
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| We Are One Seven | 101k | $2.2M | 6% | Sep 2025 |
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| Pacific Capital Wealth Advisors | 100k | $2.2M | -15% | Sep 2025 |
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| Black Diamond Financial | 97k | $2.1M | 19% | Sep 2025 |
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| Awm Capital | 96k | $2.1M | 0% | Sep 2025 |
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| Davis Capital Management | 96k | $2.1M | 3% | Sep 2025 |
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| Cascade Financial Partners | 93k | $2.0M | 0% | Sep 2025 |
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| FC Advisory | 93k | $2.0M | 2% | Sep 2025 |
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| H D Vest Advisory Services | 93k | $2.0M | -3% | Jun 2025 |
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| Vivaldi Capital Management | 92k | $2.0M | 20% | Sep 2025 |
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| Patriot Investment Management | 91k | $2.0M | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 90k | $1.9M | 19% | Sep 2025 |
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| Cresset Asset Management | 90k | $1.9M | 1% | Sep 2025 |
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| Fairview Capital Investment Management | 90k | $1.9M | -16% | Sep 2025 |
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| Landmark Wealth Management | 89k | $1.9M | 6% | Sep 2025 |
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| Modera Wealth Management | 89k | $1.9M | 0% | Sep 2025 |
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| Geneos Wealth Management | 88k | $1.9M | -6% | Sep 2025 |
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| APCM Wealth Management for Individuals | 87k | $1.9M | 7% | Sep 2025 |
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| Stockman Asset Management | 86k | $1.8M | 9% | Sep 2025 |
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| Johnson Financial | 86k | $1.8M | 0% | Sep 2025 |
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| MAI Wealth Advisors | 86k | $1.8M | 0% | Sep 2025 |
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| HHM Wealth Advisors | 85k | $1.8M | -1% | Sep 2025 |
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| RFG Advisory | 84k | $1.8M | 100% | Sep 2025 |
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| Ramiah Investment Group | 83k | $1.8M | 34% | Sep 2025 |
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| Lido Advisors | 82k | $1.8M | 100% | Sep 2025 |
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| Independent Solutions Wealth Management | 82k | $1.8M | 1% | Sep 2025 |
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| SGL Investment Advisors | 82k | $1.7M | 31% | Sep 2025 |
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| Summit Financial | 82k | $1.8M | 2% | Sep 2025 |
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| Carter Financial Group | 77k | $1.7M | 11% | Sep 2025 |
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| Peterson Wealth Advisors | 76k | $1.6M | 1% | Sep 2025 |
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| Hexagon Capital Partners | 74k | $1.6M | 31% | Sep 2025 |
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| Braun-Bostich & Associates | 74k | $1.6M | 5% | Sep 2025 |
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| Wrenne Financial Planning | 72k | $1.6M | 7% | Sep 2025 |
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| CLS Investments | 71k | $1.5M | 4% | Sep 2025 |
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| Tempus Wealth Planning | 69k | $1.5M | 7% | Sep 2025 |
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| Wealthcare Advisory Partners | 68k | $1.5M | 0% | Sep 2025 |
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| Kohmann Bosshard Financial Services | 67k | $1.5M | -45% | Sep 2025 |
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| Trillium Asset Management Corporation | 67k | $1.5M | 0% | Sep 2025 |
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| Kingswood Wealth Advisors | 66k | $1.4M | 11% | Sep 2025 |
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| Rsm Us Wealth Management | 66k | $1.4M | 0% | Sep 2025 |
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| Empower Advisory Group | 63k | $1.4M | 0% | Sep 2025 |
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| Rockbridge Investment Management, LCC | 60k | $1.3M | -7% | Sep 2025 |
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| ValMark Advisers | 59k | $1.3M | -2% | Sep 2025 |
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| Jane Street | 59k | $1.3M | 49% | Sep 2025 |
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| SeaCrest Wealth Management | 59k | $1.2M | -2% | Sep 2025 |
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| Breakwater Investment Management | 59k | $1.3M | 2% | Sep 2025 |
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| D. E. Shaw & Co | 58k | $1.2M | -41% | Sep 2025 |
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| IFG Advisors | 57k | $1.2M | -4% | Sep 2025 |
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| Atlas Capital Advisors | 50k | $1.0M | -53% | Jun 2025 |
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| Bleakley Financial Group | 47k | $1.0M | -29% | Sep 2025 |
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| Citadel Advisors | 36k | $768k | -39% | Sep 2025 |
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| Alaska Retirement Management Board | 26k | $560k | -66% | Sep 2025 |
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| Tudor Investment Corporation | 11k | $229k | -97% | Sep 2025 |
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| Susquehanna International | 10k | $218k | -88% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr us reit etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| M^T Bank Corporation | Jun 2025 | 1.0M | $22M |
| Jackson Creek Investment Advisors | Jun 2025 | 150k | $3.2M |