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
Financial Engines Advisors L.L.C 60M $1.3B 5% Dec 2025
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Us Bancorp 33M $684M 2% Dec 2025
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FMR 28M $603M 6% Sep 2025
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Creative Planning 21M $441M -3% Dec 2025
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Envestnet Portfolio Solutions 8.9M $186M 7% Dec 2025
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Dumac 7.8M $164M 100% Dec 2025
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Northwestern Mutual Wealth Management Company 7.6M $160M 3% Dec 2025
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HPM Partners 2.7M $56M 1% Dec 2025
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Ameriprise Financial 2.0M $42M 17% Dec 2025
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Benjamin Edwards 1.8M $38M 8% Dec 2025
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Mason Street Advisors 1.7M $36M 5% Dec 2025
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Huntington Asset Advisors 1.5M $31M -4% Dec 2025
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Charles Schwab Trust 1.4M $28M 7% Dec 2025
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BlackRock 1.3M $27M 24% Dec 2025
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Envestnet Asset Management 1.2M $24M -4% Dec 2025
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Moneta Group Investment Advisors 1.1M $22M -1% Dec 2025
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M^T Bank Corporation 1.0M $22M 100% Dec 2025
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BlueSky Wealth Advisors 1.0M $22M 4% Dec 2025
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Foster & Motley 966k $20M 0% Dec 2025
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Hantz Financial Services 869k $18M 5% Dec 2025
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Pnc Financial Services 803k $17M -6% Dec 2025
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Betterment 769k $16M 9% Dec 2025
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ZynergyRetirementPlanning 752k $16M 1% Dec 2025
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Pioneer Wealth Management Group 710k $15M 2% Dec 2025
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Pure Portfolios Holdings 641k $13M 3% Dec 2025
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Principal Securities 639k $13M 8% Dec 2025
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Elm Partners Management 627k $13M 11% Dec 2025
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Beacon Pointe Advisors 603k $13M 128% Dec 2025
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Morningstar Investment Management 566k $12M 11% Dec 2025
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UBS Group 538k $11M 43% Dec 2025
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Tortoise Investment Management 524k $11M 6% Dec 2025
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Courage Miller Partners 522k $11M 1% Dec 2025
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Krilogy Financial 508k $11M 9% Dec 2025
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Manning & Napier Advisors 491k $10M 84% Dec 2025
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Strategic Financial Planning 484k $10M 5% Dec 2025
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Firestone Capital Management 445k $9.3M 1% Dec 2025
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Jackson Thornton Asset Management 427k $9.0M -2% Dec 2025
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Vise Technologies 418k $8.7M 6% Dec 2025
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Mariner Wealth Advisors 412k $8.6M 2% Dec 2025
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Bnp Paribas Arbitrage, Snc 410k $8.6M -76% Dec 2025
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Wells Fargo & Company 409k $8.5M 6% Dec 2025
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Wealth Management Resources 403k $8.4M 1% Dec 2025
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Coconut Grove Bank 398k $8.3M 9% Dec 2025
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Nelson, Van Denburg & Campbell Wealth Management 374k $7.8M 10% Dec 2025
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Colony 365k $7.6M 6% Dec 2025
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Rockefeller Capital Management 358k $7.5M -3% Dec 2025
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Vista Capital Partners 350k $7.3M 4% Dec 2025
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LPL Financial 348k $7.3M 1% Dec 2025
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Amicus Financial Advisors 347k $7.2M 100% Dec 2025
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National Bank Of Canada /fi/ 341k $7.1M 16% Dec 2025
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Wealthfront Advisers 339k $7.1M -47% Dec 2025
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Neuberger Berman Group 333k $7.0M 0% Dec 2025
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Cetera Investment Advisers 325k $6.8M 11% Dec 2025
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Sensible Financial Planning & Management 322k $6.9M -4% Sep 2025
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Jones Financial Companies, L.L 322k $6.7M 6% Dec 2025
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Wealth Enhancement Advisory Services 306k $6.4M -5% Dec 2025
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Passive Capital Management 300k $6.3M 6% Dec 2025
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Ubs Global Asset Management Americas 281k $5.9M 100% Dec 2025
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Advisor Group Holdings 277k $5.8M 21% Dec 2025
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WealthCollab 260k $5.4M 1% Dec 2025
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Upper Left Wealth Management 258k $5.4M 15% Dec 2025
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White & Co Financial Planning 253k $5.3M 0% Dec 2025
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Yale Capital Corp. 251k $5.3M 43% Dec 2025
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Asset Allocation Strategies 242k $5.1M 5% Dec 2025
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CoreCap Advisors 234k $4.9M 8% Dec 2025
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Williams Financial 231k $4.8M 100% Dec 2025
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Appleton Partners 224k $4.7M 5% Dec 2025
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Zrc Wealth Management 223k $4.7M 8% Dec 2025
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Susquehanna International 221k $4.6M 2088% Dec 2025
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Good Steward Wealth Advisors 217k $4.5M 100% Dec 2025
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Baird Financial 215k $4.5M 1% Dec 2025
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Cypress Point Wealth Management 212k $4.4M 8% Dec 2025
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Stanich Group 210k $4.4M 7% Dec 2025
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Pure Financial Advisors 207k $4.3M 2% Dec 2025
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Invesco 200k $4.2M 100% Dec 2025
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Smith, Moore & Co. 194k $4.0M 10% Dec 2025
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Fiduciary Alliance 194k $4.0M 3% Dec 2025
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Omega Financial Group 193k $4.0M -3% Dec 2025
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HighTower Advisors 188k $3.9M 3% Dec 2025
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Assetmark 187k $3.9M 16% Dec 2025
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Moisand Fitzgerald Tamayo 173k $3.6M -2% Dec 2025
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SWS Partners 168k $3.5M 4% Dec 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 167k $3.5M 3% Dec 2025
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Rfg Holdings 165k $3.5M -1% Dec 2025
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Stratos Wealth Advisors 163k $3.4M -7% Dec 2025
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Brooklyn FI 155k $3.2M -3% Dec 2025
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Hartland & Co 150k $3.1M 0% Dec 2025
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Perigon Wealth Management 150k $3.1M 3% Dec 2025
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Raymond James Financial 149k $3.1M -2% Dec 2025
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Cibc World Markets 147k $3.1M 7% Dec 2025
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Rooted Wealth Advisors 146k $3.1M 8% Dec 2025
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CIBC Bancorp USA 141k $3.0M 100% Sep 2025
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Brand Asset Management Group 140k $2.9M -13% Dec 2025
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Guardian Financial Partners 129k $2.7M 2% Dec 2025
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Johnson Financial 129k $2.7M 51% Dec 2025
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Sagace Wealth Management 124k $2.6M 1% Dec 2025
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Mercer Global Advisors 122k $2.6M 11% Dec 2025
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JMG Financial Group 116k $2.4M -5% Dec 2025
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Gotham Asset Management 116k $2.5M 100% Sep 2025
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Ballast Advisors 115k $2.4M 4% Dec 2025
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Glassy Mountain Advisors 114k $2.4M 1% Dec 2025
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Madden Advisory Services 109k $2.3M 2% Dec 2025
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Tower Research Capital 106k $2.2M 211954% Dec 2025
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Midwest Trust 106k $2.2M -19% Dec 2025
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Koss-Olinger Consulting 106k $2.2M 0% Dec 2025
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We Are One Seven 105k $2.2M 4% Dec 2025
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Vivaldi Capital Management 105k $2.2M 14% Dec 2025
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Schoolcraft Capital 104k $2.2M 0% Dec 2025
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Brio Consultants 104k $2.2M 2% Dec 2025
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DiMeo Schneider & Associates 101k $2.1M 100% Dec 2025
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Apollon Wealth Management 100k $2.1M -3% Dec 2025
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Pacific Capital Wealth Advisors 100k $2.1M 0% Dec 2025
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Epiq Partners 98k $2.0M -39% Dec 2025
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CLS Investments 98k $2.0M 38% Dec 2025
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Black Diamond Financial 98k $2.0M 0% Dec 2025
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SGL Investment Advisors 97k $2.1M 19% Dec 2025
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Awm Capital 96k $2.0M 0% Dec 2025
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Ramiah Investment Group 96k $2.0M 15% Dec 2025
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Davis Capital Management 95k $2.0M 0% Dec 2025
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Landmark Wealth Management 95k $2.0M 6% Dec 2025
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Summit Financial 94k $2.0M 16% Dec 2025
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APCM Wealth Management for Individuals 94k $2.0M 9% Dec 2025
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FC Advisory 93k $1.9M 0% Dec 2025
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Wrenne Financial Planning 92k $1.9M 28% Dec 2025
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Patriot Investment Management 92k $1.9M 1% Dec 2025
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Jpmorgan Chase & Co 90k $1.9M 100% Sep 2025
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Fairview Capital Investment Management 90k $1.9M -16% Sep 2025
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Empower Advisory Group 89k $1.9M 41% Dec 2025
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Geneos Wealth Management 89k $1.9M 1% Dec 2025
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Stockman Asset Management 88k $1.8M 3% Dec 2025
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Cascade Financial Partners 88k $1.8M -6% Dec 2025
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Modera Wealth Management 87k $1.8M -2% Dec 2025
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Hexagon Capital Partners 84k $1.8M 13% Dec 2025
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Lido Advisors 83k $1.8M 2% Dec 2025
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Independent Solutions Wealth Management 83k $1.7M 2% Dec 2025
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MAI Wealth Advisors 83k $1.7M -3% Dec 2025
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Cape Investment Advisory 82k $1.7M 5515% Dec 2025
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Carter Financial Group 81k $1.7M 5% Dec 2025
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HHM Wealth Advisors 81k $1.7M -5% Dec 2025
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Braun-Bostich & Associates 77k $1.6M 4% Dec 2025
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Kohmann Bosshard Financial Services 73k $1.5M 8% Dec 2025
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EP Wealth Advisors 72k $1.5M 973% Dec 2025
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Tempus Wealth Planning 71k $1.5M 3% Dec 2025
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Kingswood Wealth Advisors 70k $1.5M 5% Dec 2025
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Rsm Us Wealth Management 67k $1.4M 2% Dec 2025
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Gts Securities 67k $1.4M 100% Dec 2025
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Trillium Asset Management Corporation 66k $1.4M -2% Dec 2025
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Wealthcare Advisory Partners 66k $1.4M -3% Dec 2025
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ValMark Advisers 63k $1.3M 6% Dec 2025
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SeaCrest Wealth Management 61k $1.3M 5% Dec 2025
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D. E. Shaw & Co 58k $1.2M -41% Sep 2025
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Peterson Wealth Advisors 58k $1.2M -24% Dec 2025
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Brown Wealth Management 52k $1.1M -82% Dec 2025
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Atomi Financial Group 27k $554k -96% Dec 2025
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RFG Advisory 22k $460k -74% Dec 2025
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Tudor Investment Corporation 11k $229k -97% Sep 2025
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Who sold out of Schwab Strategic Tr us reit etf?

Fund or Company Name Date Sold Shares Held Valued At
Vestwell Advisors Sep 2025 160k $3.4M