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 54M $1.1B 3% Mar 2024
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Financial Engines Advisors L.L.C 51M $1.0B 7% Mar 2024
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Creative Planning 29M $578M -3% Mar 2024
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Charles Schwab Investment Management 27M $555M 10% Mar 2024
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Us Bancorp 26M $529M 4% Mar 2024
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Northwestern Mutual Wealth Management Company 7.9M $161M 293% Mar 2024
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Envestnet Portfolio Solutions 6.4M $129M 5% Mar 2024
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BlackRock 4.5M $91M -22% Mar 2024
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HPM Partners 2.7M $56M -54% Mar 2024
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Huntington Asset Advisors 2.1M $42M 49% Mar 2024
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Moneta Group Investment Advisors 1.5M $32M 1% Dec 2023
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Ameriprise Financial 1.5M $31M 1806% Mar 2024
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Moisand Fitzgerald Tamayo 1.2M $25M 9% Mar 2024
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Pnc Financial Services 1.1M $22M -3% Mar 2024
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Charles Schwab Trust 995k $20M 12% Mar 2024
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Apollon Wealth Management 950k $19M 22% Mar 2024
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M^T Bank Corporation 934k $19M -1% Mar 2024
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Foster & Motley 902k $18M 1% Mar 2024
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Benjamin F. Edwards & Company 841k $17M -4% Mar 2024
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Lake Street Advisors Group 715k $15M -33% Dec 2023
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UBS Group 700k $14M -2% Mar 2024
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Bnp Paribas Arbitrage, Snc 671k $14M -13% Mar 2024
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Wealthfront Advisers 614k $13M 4% Mar 2024
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Betterment 558k $11M 12% Mar 2024
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Mariner Wealth Advisors 518k $11M -3% Mar 2024
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Tortoise Investment Management 509k $10M 5% Mar 2024
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Wealth Enhancement Advisory Services 467k $9.5M 0% Mar 2024
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Jackson Thornton Asset Management 466k $9.5M 2% Mar 2024
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Courage Miller Partners 453k $9.2M 3% Mar 2024
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Fund Evaluation Group 450k $9.1M 0% Mar 2024
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Pioneer Wealth Management Group 444k $9.0M 6% Mar 2024
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LPL Financial 419k $8.5M 5% Mar 2024
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Rockefeller Capital Management 417k $8.6M 0% Dec 2023
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Firestone Capital Management 410k $8.3M 2% Mar 2024
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National Bank Of Canada /fi/ 398k $8.3M -1% Dec 2023
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Strategic Financial Planning 392k $8.0M 5% Mar 2024
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Wells Fargo & Company 379k $7.7M -4% Mar 2024
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Envestnet Asset Management 376k $7.6M -12% Mar 2024
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Wealth Management Resources 367k $7.4M 3% Mar 2024
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Ubs Global Asset Management Americas 351k $7.1M 0% Mar 2024
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Krilogy Financial 345k $7.0M 1% Mar 2024
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Vise Technologies 338k $6.9M 10% Mar 2024
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Sensible Financial Planning & Management 331k $6.7M 4% Mar 2024
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Goldman Sachs Group 329k $6.7M 17% Mar 2024
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Townsquare Capital 309k $6.3M 2766% Mar 2024
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Brown Wealth Management 292k $5.9M 100% Mar 2024
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Omega Financial Group 277k $5.6M 3% Mar 2024
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Citadel Advisors 271k $5.5M -13% Mar 2024
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Stratos Wealth Advisors 262k $5.3M 5% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 255k $5.2M 11% Mar 2024
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Jpmorgan Chase & Co 244k $4.9M 2% Mar 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 237k $4.8M -2% Mar 2024
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WealthCollab 233k $4.7M 1% Mar 2024
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Raymond James Financial Services Advisors 226k $4.6M 415% Mar 2024
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Morgan Stanley 219k $7.7M 34% Mar 2024
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D. E. Shaw & Co 218k $4.4M 100% Mar 2024
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Baird Financial 200k $4.1M 940% Dec 2023
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Cetera Investment Advisers 198k $4.0M 100% Mar 2024
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Vista Capital Partners 192k $3.9M -3% Mar 2024
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Appleton Partners 187k $3.9M 3% Dec 2023
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Forum Financial Management 186k $3.8M 100% Mar 2024
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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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Elm Partners Management 179k $3.6M 313% Mar 2024
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Zrc Wealth Management 164k $3.3M 35% Mar 2024
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Marshall Financial Group 162k $3.3M 12% Mar 2024
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HighTower Advisors 161k $3.3M 5% Mar 2024
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Cibc World Markets 158k $3.2M 716% Mar 2024
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Rockbridge Investment Management, LCC 153k $3.1M -1% Mar 2024
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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 $2.9M 0% Mar 2024
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Schoolcraft Capital 133k $2.7M -1% Mar 2024
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Smith, Moore & Co. 132k $2.7M 11% Mar 2024
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SWS Partners 131k $2.7M 2% Mar 2024
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Jackson Creek Investment Advisors 130k $2.6M 4% Mar 2024
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JMG Financial Group 129k $2.6M 9% Mar 2024
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Cypress Point Wealth Management 128k $2.6M 3% Mar 2024
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Kohmann Bosshard Financial Services 126k $2.6M 3% Mar 2024
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Brooklyn FI 121k $2.5M 0% Mar 2024
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Perigon Wealth Management 121k $2.5M 6% Mar 2024
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Gyl Financial Synergies 121k $2.5M 15% Dec 2023
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Branch Banking & Trust Company 117k $2.4M 4% Mar 2024
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Fairview Capital Investment Management 110k $2.2M 18% Mar 2024
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Pacific Capital Wealth Advisors 108k $2.2M 0% Mar 2024
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Brio Consultants 104k $2.1M -1% Mar 2024
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Empower Advisory Group 103k $2.1M -2% Mar 2024
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Awm Capital 103k $2.1M 0% Mar 2024
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Waypoint Capital Advisors 102k $2.1M -18% Mar 2024
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Vivaldi Capital Management 102k $2.0M 1% Mar 2024
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Geneos Wealth Management 101k $2.1M -4% Mar 2024
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Glassy Mountain Advisors 99k $2.0M 5% Mar 2024
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Yale Capital Corp. 98k $2.0M -9% Mar 2024
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Patriot Investment Management 97k $2.0M -2% Mar 2024
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Johnson Financial 97k $2.0M -1% Mar 2024
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GSA Capital Partners 96k $2.0M 100% Mar 2024
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Davis Capital Management 96k $1.9M 2% Mar 2024
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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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Principal Securities 94k $1.9M -2% Mar 2024
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Ballast Advisors 92k $1.9M 12% Mar 2024
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Advisor Group Holdings 91k $1.9M 0% Mar 2024
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HHM Wealth Advisors 91k $1.9M 2% Mar 2024
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Madden Advisory Services 90k $1.8M 1% Mar 2024
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Modera Wealth Management 90k $1.8M 459% Mar 2024
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Bank of America Corporation 88k $1.8M 21% Mar 2024
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Royal Bank of Canada 88k $1.8M 148% Mar 2024
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Black Diamond Financial 86k $1.8M 0% Mar 2024
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Wealthcare Advisory Partners 86k $1.7M -5% Mar 2024
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Mercer Global Advisors 83k $2.1M -9% Mar 2024
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Landmark Wealth Management 82k $1.7M 2% Mar 2024
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Rsm Us Wealth Management 79k $1.6M 8% Mar 2024
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Colony 77k $1.6M 8% Mar 2024
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Peloton Wealth Strategists 77k $1.6M -4% Mar 2024
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Chicago Partners Investment 76k $1.4M -7% Mar 2024
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Hrt Financial 75k $1.5M 100% Mar 2024
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Alaska Retirement Management Board 74k $1.5M 236% Mar 2024
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H D Vest Advisory Services 74k $1.5M -8% Mar 2024
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Millburn Ridgefield 73k $1.5M 2% Mar 2024
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FC Advisory 72k $1.5M 1% Mar 2024
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MAI Wealth Advisors 71k $1.4M 7% Mar 2024
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REDW Stanley Financial Advisors 71k $1.4M -9% Mar 2024
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Trillium Asset Management Corporation 71k $1.4M 12% Mar 2024
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IFG Advisors 69k $1.4M 0% Mar 2024
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Resources Investment Advisors 68k $1.4M 7% Mar 2024
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SeaCrest Wealth Management 67k $1.4M 8% Mar 2024
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Engineers Gate Manager 66k $1.3M 100% Mar 2024
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Guardian Financial Partners 65k $1.3M 15% Mar 2024
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ValMark Advisers 62k $1.3M 3% Mar 2024
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JFG Wealth Management 62k $1.3M 0% Mar 2024
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APCM Wealth Management for Individuals 61k $1.2M 5% Mar 2024
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AE Wealth Management 61k $1.2M -20% Mar 2024
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Alesco Advisors 59k $1.2M 5% Mar 2024
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Greenleaf Trust 58k $1.2M 0% Mar 2024
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Curtis Advisory Group 58k $1.2M -11% Mar 2024
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SageView Advisory Group 56k $2.6M 100% Mar 2024
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BCS Wealth Management 55k $1.1M -7% Dec 2023
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Becker Capital Management 55k $1.1M 0% Mar 2024
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HBK Sorce Advisory 55k $1.1M 0% Mar 2024
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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 53k $1.1M 2% Mar 2024
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Susquehanna International 52k $1.0M -69% Mar 2024
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Lederer & Associates Investment Counsel 51k $1.0M 0% Mar 2024
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Private Advisor 51k $1.0M -28% Mar 2024
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Buckingham Asset Management 51k $1.0M 2% Mar 2024
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Jane Street 50k $1.0M 100% Mar 2024
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Apollon Financial 50k $1.0M 100% Mar 2024
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Gerber Kawasaki Wealth & Investment Management 49k $999k -7% Mar 2024
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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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Bensler 49k $986k -24% Mar 2024
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Watershed Private Wealth 44k $889k -13% Mar 2024
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Wagner Bowman Management 38k $763k -24% Mar 2024
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Tower Research Capital 32k $654k -59% Mar 2024
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Natixis Asset Management Advisors 22k $454k -87% Mar 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
BlueSky Wealth Advisors Dec 2023 743k $15M
Financial Network Investment Corporation Sep 2023 281k $5.0M
Q3 Asset Management Dec 2023 198k $4.1M
JNBA Financial Advisors Dec 2023 116k $2.4M
Koss-Olinger Consulting Sep 2023 106k $1.9M
AlphaStar Capital Management Dec 2023 69k $1.4M