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 51M $912M 4% Sep 2023
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Financial Engines Advisors L.L.C 45M $887M 10% Jun 2023
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Creative Planning 30M $531M -4% Sep 2023
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Charles Schwab Investment Management 25M $450M 7% Sep 2023
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Us Bancorp 25M $434M 4% Sep 2023
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Envestnet Asset Management 6.0M $118M -5% Jun 2023
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BlackRock 3.9M $77M 18% Jun 2023
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HPM Partners 2.3M $44M 18% Jun 2023
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Northwestern Mutual Wealth Management Company 2.0M $36M 2% Sep 2023
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Huntington Asset Advisors 1.8M $32M -8% Sep 2023
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Moneta Group Investment Advisors 1.5M $27M -28% Sep 2023
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Pnc Financial Services 1.5M $29M -44% Jun 2023
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M^T Bank Corporation 1.4M $25M 0% Sep 2023
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Lake Street Advisors Group 1.1M $22M 58% Jun 2023
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Moisand Fitzgerald Tamayo 937k $17M 3% Sep 2023
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Foster & Motley 926k $16M 0% Sep 2023
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Benjamin F. Edwards & Company 812k $16M 3% Jun 2023
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Wealthfront Advisers 796k $14M 30% Sep 2023
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BlueSky Wealth Advisors 771k $14M 6% Sep 2023
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Charles Schwab Trust 576k $10M -14% Sep 2023
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UBS Group 555k $9.9M 1% Sep 2023
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Mariner Wealth Advisors 540k $9.6M -12% Sep 2023
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Apollon Wealth Management 536k $9.5M 12% Sep 2023
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Betterment 511k $9.1M 8% Sep 2023
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Tortoise Investment Management 481k $8.5M 46% Sep 2023
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Toronto-Dominion Bank 480k $8.5M -35% Sep 2023
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Fund Evaluation Group 450k $8.0M 0% Sep 2023
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Courage Miller Partners 440k $7.8M 10% Sep 2023
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Firestone Capital Management 429k $7.6M -2% Sep 2023
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Wells Fargo & Company 418k $8.2M 100% Jun 2023
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Rockefeller Capital Management 415k $7.4M -10% Sep 2023
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Wealth Enhancement Advisory Services 403k $7.2M 100% Sep 2023
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National Bank Of Canada /fi/ 403k $7.0M -2% Sep 2023
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LPL Financial 402k $7.9M -4% Jun 2023
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Ubs Global Asset Management Americas 392k $7.0M 30% Sep 2023
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Pioneer Wealth Management Group 361k $6.4M 14% Sep 2023
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Strategic Financial Planning 353k $6.3M 4% Sep 2023
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Wealth Management Resources 334k $5.9M 5% Sep 2023
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Krilogy Financial 330k $5.9M 4% Sep 2023
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Jackson Thornton Asset Management 309k $5.5M 20% Sep 2023
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Sensible Financial Planning & Management 296k $5.3M 6% Sep 2023
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Vise Technologies 294k $5.2M -5% Sep 2023
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Financial Network Investment Corporation 281k $5.0M 7% Sep 2023
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Omega Financial Group 261k $4.6M -1% Sep 2023
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Cornerstone Wealth Advisors 257k $4.6M -8% Sep 2023
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Stratos Wealth Advisors 248k $4.4M 68% Sep 2023
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Jones Financial Companies, L.L 224k $4.0M -4% Sep 2023
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Gunma Bank 221k $3.9M 0% Sep 2023
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Nelson, Van Denburg & Campbell Wealth Management 207k $3.7M 10% Sep 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 194k $3.5M -3% Sep 2023
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Carlsbad Wealth Advisory Group 191k $3.7M 100% Jun 2023
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Upper Left Wealth Management 191k $3.4M 8% Sep 2023
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First Republic Investment Management 184k $3.3M 19% Sep 2023
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Appleton Partners 182k $3.2M 1% Sep 2023
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Congress Wealth Management LLC / DE / 172k $3.0M 18% Sep 2023
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Citadel Advisors 164k $2.9M 218% Sep 2023
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Morgan Stanley 163k $2.9M -9% Sep 2023
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Vista Capital Partners 159k $2.8M 10% Sep 2023
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HighTower Advisors 150k $2.6M 7% Sep 2023
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Cypress Point Wealth Management 148k $2.6M -15% Sep 2023
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Financial Counselors 145k $2.6M 0% Sep 2023
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Schoolcraft Capital 143k $2.5M 0% Sep 2023
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JMG Financial Group 136k $2.4M -40% Sep 2023
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Marshall Financial Group 130k $2.3M 2% Sep 2023
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Modera Wealth Management 129k $4.4M 391% Sep 2023
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SWS Partners 128k $2.3M 7% Sep 2023
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JNBA Financial Advisors 123k $2.2M 5% Sep 2023
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Jackson Creek Investment Advisors 121k $2.1M 2% Sep 2023
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Smith, Moore & Co. 119k $2.1M 1% Sep 2023
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Phocas Financial 118k $2.1M 0% Sep 2023
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Patriot Investment Management 118k $2.1M -13% Sep 2023
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Strata Wealth Advisors 115k $2.0M 79% Sep 2023
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FLC Capital Advisors 114k $2.2M 7% Jun 2023
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Perigon Wealth Management 110k $2.0M 1% Sep 2023
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Mercer Global Advisors 108k $1.9M 16% Sep 2023
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Geneos Wealth Management 108k $1.9M -1% Sep 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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Peterson Wealth Advisors 105k $1.9M 7% Sep 2023
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Pacific Capital Wealth Advisors 105k $1.9M -36% Sep 2023
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Gyl Financial Synergies 105k $1.9M 81% Sep 2023
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Branch Banking & Trust Company 104k $1.8M -4% Sep 2023
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Pure Financial Advisors 104k $1.8M 3% Sep 2023
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Awm Capital 103k $1.8M 0% Sep 2023
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Fairview Capital Investment Management 103k $2.0M 0% Jun 2023
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Bank of New York Mellon 102k $1.8M -1% Sep 2023
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MAI Wealth Advisors 102k $2.0M -14% Jun 2023
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Madden Advisory Services 98k $1.9M 7% Jun 2023
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Kohmann Bosshard Financial Services 94k $1.7M -11% Sep 2023
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Private Advisor 94k $1.7M -10% Sep 2023
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Chicago Partners Investment 93k $1.6M 1% Sep 2023
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Evergreen Capital Management 92k $1.8M 8% Jun 2023
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Advisor Group Holdings 90k $1.8M 16% Jun 2023
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HHM Wealth Advisors 90k $1.6M -2% Sep 2023
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Black Diamond Financial 90k $1.6M 0% Sep 2023
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Aletheian Wealth Advisors 89k $1.6M 72% Sep 2023
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Elm Partners Management 87k $1.5M 0% Sep 2023
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Ballast Advisors 85k $1.5M 1% Sep 2023
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Peloton Wealth Strategists 83k $1.6M 10% Jun 2023
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Bensler 81k $1.4M -10% Sep 2023
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Tower Research Capital 80k $1.4M 100% Sep 2023
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Bank of America Corporation 79k $1.5M -11% Jun 2023
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Glassy Mountain Advisors 79k $1.4M 100% Sep 2023
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Ameriprise Financial 78k $1.5M -6% Jun 2023
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Landmark Wealth Management 76k $1.4M 100% Sep 2023
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IFG Advisors 72k $1.3M -2% Sep 2023
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REDW Stanley Financial Advisors 71k $1.3M -1% Sep 2023
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Mml Investors Services 70k $1.4M -13% Jun 2023
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Buckingham Asset Management 70k $1.2M 0% Sep 2023
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Empower Advisory Group 67k $1.2M -5% Sep 2023
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Millburn Ridgefield 66k $1.2M -95% Sep 2023
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Curtis Advisory Group 65k $1.1M -4% Sep 2023
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Atlas Capital Advisors 64k $1.1M 8% Sep 2023
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AE Wealth Management 64k $1.1M -7% Sep 2023
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Resources Investment Advisors 64k $1.1M -13% Sep 2023
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FC Advisory 63k $1.1M -8% Sep 2023
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Trillium Asset Management Corporation 63k $1.1M 0% Sep 2023
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Roundview Capital 62k $1.2M -22% Jun 2023
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Vivaldi Capital Management 62k $1.1M 100% Sep 2023
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ValMark Advisers 61k $1.1M 10% Sep 2023
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Natixis Asset Management Advisors 60k $1.1M 2% Sep 2023
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Wagner Bowman Management 60k $1.1M -5% Sep 2023
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H D Vest Advisory Services 60k $1.1M 2% Sep 2023
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BCS Wealth Management 59k $1.1M 100% Sep 2023
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SeaCrest Wealth Management 59k $1.0M 2% Sep 2023
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Greenleaf Trust 58k $1.0M 0% Sep 2023
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Jpmorgan Chase & Co 58k $1.1M 1% Jun 2023
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Watershed Private Wealth 58k $1.0M 0% Sep 2023
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Waypoint Capital Advisors 58k $1.0M -8% Sep 2023
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HBK Sorce Advisory 57k $1.0M -5% Sep 2023
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Wealthcare Advisory Partners 57k $1.0M -12% Sep 2023
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Capital Insight Partners 55k $983k -17% Sep 2023
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Alesco Advisors 55k $983k 0% Sep 2023
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Becker Capital Management 55k $976k -15% Sep 2023
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Colony Group 54k $962k 19% Sep 2023
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APCM Wealth Management for Individuals 54k $949k 9% Sep 2023
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Curbstone Financial Management 53k $941k 0% Sep 2023
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Gerber Kawasaki Wealth & Investment Management 53k $939k -1% Sep 2023
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Hillcrest Wealth Advisors - NY 52k $913k 209% Sep 2023
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Lederer & Associates Investment Counsel 51k $905k -7% Sep 2023
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Tempus Wealth Planning 49k $861k 1% Sep 2023
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Gradient Capital Advisors 48k $859k -9% Sep 2023
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Susquehanna International 48k $930k -67% Jun 2023
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Retirement Group 47k $825k -2% Sep 2023
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Commonwealth Equity Services 46k $820k -10% Sep 2023
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Bangor Savings Bank 46k $809k -4% Sep 2023
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Mission Wealth Management 46k $808k -4% Sep 2023
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Walkner Condon Financial Advisors 45k $801k 20% Sep 2023
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Hanson McClain Advisors 45k $797k 8% Sep 2023
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Royal Bank of Canada 45k $874k 100% Jun 2023
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Leading Edge Financial Planning 44k $776k -3% Sep 2023
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Bnp Paribas Arbitrage, Snc 32k $631k -68% Jun 2023
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CWM 31k $542k -34% Sep 2023
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Interactive Financial Advisors 29k $515k -75% Sep 2023
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Juncture Wealth Strategies 28k $501k -39% Sep 2023
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WT Wealth Management 24k $458k -72% Jun 2023
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Prime Capital Investment Advisors 20k $348k -65% Sep 2023
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Atria Wealth Solutions 19k $334k -75% Sep 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
Eqis Capital Management Mar 2023 145k $2.8M
EP Wealth Advisors Mar 2023 74k $4.8M
Procyon Private Wealth Partners Jun 2023 74k $1.4M