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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 53M | $1.2B | 4% | Sep 2024 |
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| Us Bancorp | 28M | $639M | 1% | Sep 2024 |
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| Creative Planning | 26M | $596M | -6% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 7.5M | $175M | -2% | Sep 2024 |
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| Envestnet Portfolio Solutions | 7.0M | $162M | 2% | Sep 2024 |
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| BlackRock | 3.7M | $73M | -18% | Jun 2024 |
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| BlackRock | 3.5M | $80M | 100% | Sep 2024 |
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| HPM Partners | 3.3M | $76M | 16% | Sep 2024 |
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| Huntington Asset Advisors | 2.0M | $46M | 13% | Sep 2024 |
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| Mason Street Advisors | 1.6M | $36M | -10% | Sep 2024 |
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| Hantz Financial Services | 1.2M | $24M | -9% | Jun 2024 |
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| Morningstar Investment Management | 1.2M | $26M | 100% | Sep 2024 |
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| Moneta Group Investment Advisors | 1.1M | $26M | -4% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 1.1M | $25M | 102% | Sep 2024 |
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| Apollon Wealth Management | 1.1M | $25M | 2% | Sep 2024 |
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| Charles Schwab Trust | 1.0M | $24M | -3% | Sep 2024 |
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| Pnc Financial Services | 956k | $22M | -3% | Sep 2024 |
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| Foster & Motley | 898k | $21M | -2% | Sep 2024 |
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| M^T Bank Corporation | 865k | $20M | -7% | Sep 2024 |
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| Benjamin Edwards | 856k | $20M | 9728% | Sep 2024 |
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| Benjamin F. Edwards & Company | 834k | $17M | -1% | Jun 2024 |
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| BlueSky Wealth Advisors | 829k | $19M | 3% | Sep 2024 |
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| Elm Partners Management | 812k | $19M | 22% | Sep 2024 |
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| Envestnet Asset Management | 745k | $17M | 81% | Sep 2024 |
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| ZynergyRetirementPlanning | 674k | $16M | -1% | Sep 2024 |
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| Wealthfront Advisers | 586k | $14M | -10% | Sep 2024 |
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| LPL Financial | 553k | $13M | 99% | Sep 2024 |
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| Pure Portfolios Holdings | 541k | $13M | 100% | Sep 2024 |
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| Q3 Asset Management | 530k | $11M | 100% | Jun 2024 |
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| Tortoise Investment Management | 518k | $12M | 4% | Sep 2024 |
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| Pioneer Wealth Management Group | 506k | $12M | 3% | Sep 2024 |
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| POM Investment Strategies | 484k | $11M | 100% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 484k | $9.7M | 4% | Jun 2024 |
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| Jackson Thornton Asset Management | 457k | $11M | -3% | Sep 2024 |
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| Mariner Wealth Advisors | 449k | $10M | -2% | Sep 2024 |
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| Courage Miller Partners | 440k | $10M | -3% | Sep 2024 |
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| Strategic Financial Planning | 431k | $10M | 7% | Sep 2024 |
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| Principal Securities | 426k | $9.9M | 390% | Sep 2024 |
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| Firestone Capital Management | 424k | $8.5M | 4% | Jun 2024 |
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| Wealth Management Resources | 388k | $9.0M | 2% | Sep 2024 |
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| Rockefeller Capital Management | 386k | $7.7M | -2% | Jun 2024 |
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| National Bank Of Canada /fi/ | 384k | $8.9M | -2% | Sep 2024 |
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| Vise Technologies | 377k | $7.5M | 11% | Jun 2024 |
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| Townsquare Capital | 361k | $8.4M | 17% | Sep 2024 |
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| Sensible Financial Planning & Management | 352k | $8.1M | 1% | Sep 2024 |
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| Wells Fargo & Company | 344k | $8.0M | -4% | Sep 2024 |
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| Krilogy Financial | 342k | $7.9M | -3% | Sep 2024 |
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| Brown Wealth Management | 334k | $6.7M | 14% | Jun 2024 |
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| Morgan Stanley | 290k | $5.8M | 32% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 282k | $6.5M | 4% | Sep 2024 |
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| Stratos Wealth Advisors | 279k | $6.5M | 6% | Sep 2024 |
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| Jones Financial Companies, L.L | 238k | $5.5M | 13% | Sep 2024 |
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| Omega Financial Group | 235k | $5.5M | -12% | Sep 2024 |
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| WealthCollab | 234k | $5.4M | 0% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 233k | $5.4M | -3% | Sep 2024 |
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| Goldman Sachs Group | 219k | $4.4M | -33% | Jun 2024 |
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| Royal Bank of Canada | 218k | $5.0M | 138% | Sep 2024 |
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| Passive Capital Management | 211k | $4.9M | 1% | Sep 2024 |
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| Upper Left Wealth Management | 203k | $4.6M | 6% | Sep 2024 |
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| Appleton Partners | 200k | $4.6M | -1% | Sep 2024 |
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| Cetera Investment Advisers | 197k | $3.9M | 0% | Jun 2024 |
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| Zrc Wealth Management | 189k | $4.4M | 6% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 182k | $4.2M | -24% | Sep 2024 |
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| HighTower Advisors | 180k | $3.6M | 12% | Jun 2024 |
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| Pure Financial Advisors | 177k | $4.1M | -5% | Sep 2024 |
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| Fiduciary Alliance | 174k | $4.0M | 8% | Sep 2024 |
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| Bank of America Corporation | 171k | $4.0M | 11% | Sep 2024 |
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| Marshall Financial Group | 170k | $3.9M | 4% | Sep 2024 |
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| Colony | 165k | $3.8M | -4% | Sep 2024 |
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| Rooted Wealth Advisors | 163k | $3.7M | 412% | Sep 2024 |
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| Vista Capital Partners | 161k | $3.7M | -1% | Sep 2024 |
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| Atlas Capital Advisors | 155k | $3.6M | 99% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 154k | $3.6M | 3% | Sep 2024 |
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| Smith, Moore & Co. | 154k | $3.6M | 17% | Sep 2024 |
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| Financial Counselors | 144k | $2.9M | -1% | Jun 2024 |
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| Jackson Creek Investment Advisors | 144k | $3.3M | 1% | Sep 2024 |
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| Becker Capital Management | 142k | $3.3M | 159% | Sep 2024 |
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| Farther Finance Advisors | 142k | $3.3M | 3374% | Sep 2024 |
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| Cibc World Markets | 141k | $3.3M | -1% | Sep 2024 |
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| Schoolcraft Capital | 138k | $3.2M | -1% | Sep 2024 |
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| Cypress Point Wealth Management | 136k | $3.1M | 4% | Sep 2024 |
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| Raymond James Financial Services Advisors | 132k | $3.1M | -43% | Sep 2024 |
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| Cascade Financial Partners | 126k | $2.9M | -5% | Sep 2024 |
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| Pacific Capital Wealth Advisors | 124k | $2.9M | 0% | Sep 2024 |
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| Perigon Wealth Management | 122k | $2.8M | 5% | Sep 2024 |
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| Brooklyn FI | 120k | $2.8M | -1% | Sep 2024 |
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| Kohmann Bosshard Financial Services | 119k | $2.8M | 0% | Sep 2024 |
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| SWS Partners | 115k | $2.7M | -15% | Sep 2024 |
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| Mercer Global Advisors | 112k | $2.2M | 34% | Jun 2024 |
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| JMG Financial Group | 111k | $2.6M | -14% | Sep 2024 |
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| Fairview Capital Investment Management | 108k | $2.2M | -2% | Jun 2024 |
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| Branch Banking & Trust Company | 108k | $2.1M | -8% | Jun 2024 |
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| Koss-Olinger Consulting | 106k | $2.4M | 0% | Sep 2024 |
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| Glassy Mountain Advisors | 104k | $2.4M | 4% | Sep 2024 |
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| Advisor Group Holdings | 103k | $2.4M | 12% | Sep 2024 |
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| Geneos Wealth Management | 102k | $2.0M | 1% | Jun 2024 |
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| Brio Consultants | 101k | $2.3M | -2% | Sep 2024 |
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| H D Vest Advisory Services | 100k | $2.0M | 35% | Jun 2024 |
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| Rockbridge Investment Management, LCC | 100k | $2.3M | -29% | Sep 2024 |
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| Awm Capital | 99k | $2.0M | -3% | Jun 2024 |
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| Patriot Investment Management | 99k | $2.3M | -1% | Sep 2024 |
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| Madden Advisory Services | 98k | $2.3M | 5% | Sep 2024 |
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| Gyl Financial Synergies | 97k | $2.2M | 0% | Sep 2024 |
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| Yale Capital Corp. | 96k | $2.2M | -1% | Sep 2024 |
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| Ballast Advisors | 96k | $2.2M | -1% | Sep 2024 |
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| Davis Capital Management | 94k | $2.2M | 0% | Sep 2024 |
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| Modera Wealth Management | 90k | $2.1M | 1% | Sep 2024 |
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| Millburn Ridgefield | 89k | $1.8M | 21% | Jun 2024 |
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| HHM Wealth Advisors | 88k | $2.0M | 1% | Sep 2024 |
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| Rsm Us Wealth Management | 86k | $2.0M | -4% | Sep 2024 |
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| Asset Allocation Strategies | 85k | $2.0M | 382% | Sep 2024 |
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| Peterson Wealth Advisors | 85k | $2.0M | -6% | Sep 2024 |
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| Black Diamond Financial | 84k | $1.9M | 1% | Sep 2024 |
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| Waypoint Capital Advisors | 83k | $1.9M | -7% | Sep 2024 |
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| Peloton Wealth Strategists | 80k | $1.9M | 5% | Sep 2024 |
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| Johnson Financial | 80k | $1.9M | 0% | Sep 2024 |
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| Guardian Financial Partners | 78k | $1.8M | 9% | Sep 2024 |
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| Landmark Wealth Management | 78k | $1.8M | 100% | Sep 2024 |
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| Resources Investment Advisors | 78k | $1.8M | -2% | Sep 2024 |
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| Susquehanna International | 77k | $1.8M | 12% | Sep 2024 |
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| Jpmorgan Chase & Co | 76k | $1.8M | 191% | Sep 2024 |
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| Braun-Bostich & Associates | 73k | $1.7M | -5% | Sep 2024 |
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| FC Advisory | 73k | $1.7M | -2% | Sep 2024 |
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| MAI Wealth Advisors | 72k | $1.7M | -2% | Sep 2024 |
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| REDW Stanley Financial Advisors | 70k | $1.6M | -1% | Sep 2024 |
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| Vivaldi Capital Management | 70k | $1.6M | 1% | Sep 2024 |
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| IFG Advisors | 67k | $1.5M | -2% | Sep 2024 |
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| SeaCrest Wealth Management | 67k | $1.5M | 0% | Sep 2024 |
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| We Are One Seven | 66k | $1.5M | 100% | Sep 2024 |
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| Beacon Pointe Advisors | 65k | $1.5M | -3% | Sep 2024 |
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| ValMark Advisers | 64k | $1.5M | 0% | Sep 2024 |
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| Stableford Capital Ii | 63k | $1.4M | 207% | Sep 2024 |
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| Chicago Partners Investment | 63k | $1.4M | -10% | Sep 2024 |
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| Trillium Asset Management Corporation | 62k | $1.4M | -12% | Sep 2024 |
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| APCM Wealth Management for Individuals | 61k | $1.4M | 2% | Sep 2024 |
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| Clearview Wealth Advisors | 57k | $1.3M | 3% | Sep 2024 |
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| Greenleaf Trust | 57k | $1.3M | -1% | Sep 2024 |
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| Alesco Advisors | 56k | $1.3M | -6% | Sep 2024 |
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| Cambridge Investment Research Advisors | 55k | $1.3M | 105% | Sep 2024 |
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| Tempus Wealth Planning | 55k | $1.3M | -1% | Sep 2024 |
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| Breakwater Investment Management | 54k | $1.1M | 0% | Sep 2024 |
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| Curbstone Financial Management | 53k | $1.2M | 0% | Sep 2024 |
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| Apollon Financial | 52k | $1.2M | -3% | Sep 2024 |
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| Lederer & Associates Investment Counsel | 52k | $1.2M | 2% | Sep 2024 |
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| HBK Sorce Advisory | 52k | $1.2M | -1% | Sep 2024 |
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| Epiq Partners | 51k | $1.2M | 100% | Sep 2024 |
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| Empower Advisory Group | 51k | $1.2M | -4% | Sep 2024 |
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| CI Private Wealth | 50k | $1.2M | 2% | Sep 2024 |
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| Wealthcare Advisory Partners | 50k | $1.1M | -46% | Sep 2024 |
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| Hexagon Capital Partners | 48k | $1.1M | -6% | Sep 2024 |
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| Buckingham Asset Management | 46k | $912k | -10% | Jun 2024 |
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| Lake Street Advisors Group | 36k | $827k | -85% | Sep 2024 |
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| Alaska Retirement Management Board | 34k | $782k | -55% | Sep 2024 |
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| WT Wealth Management | 19k | $436k | -68% | Sep 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 |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 85M | $1.7B |
| Fund Evaluation Group | Jun 2024 | 450k | $9.0M |
| D. E. Shaw & Co | Jun 2024 | 175k | $3.5M |