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 | 60M | $1.3B | 5% | Dec 2025 |
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| Us Bancorp | 33M | $684M | 2% | Dec 2025 |
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| FMR | 24M | $508M | -13% | Dec 2025 |
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| Creative Planning | 21M | $441M | -3% | Dec 2025 |
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| Two Sigma Investments | 12M | $244M | 100% | 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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| Charles Schwab Trust | 1.5M | $32M | 10% | Mar 2026 |
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| Huntington Asset Advisors | 1.5M | $31M | -4% | 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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| Foster & Motley | 966k | $20M | 0% | Dec 2025 |
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| Hantz Financial Services | 869k | $18M | 5% | Dec 2025 |
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| Pioneer Wealth Management Group | 816k | $18M | 15% | Mar 2026 |
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| ZynergyRetirementPlanning | 806k | $17M | 7% | Mar 2026 |
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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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| 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 | 517k | $12M | 2% | Mar 2026 |
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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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| Nelson, Van Denburg & Campbell Wealth Management | 397k | $8.5M | 6% | Mar 2026 |
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| Colony | 365k | $7.6M | 6% | Dec 2025 |
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| Amicus Financial Advisors | 354k | $7.6M | 2% | Mar 2026 |
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| Rockefeller Capital Management | 354k | $7.4M | -4% | 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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| 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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| Jones Financial Companies, L.L | 322k | $6.7M | 6% | 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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| Upper Left Wealth Management | 279k | $6.0M | 8% | Mar 2026 |
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| Advisor Group Holdings | 277k | $5.8M | 21% | Dec 2025 |
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| CoreCap Advisors | 265k | $5.7M | 13% | Mar 2026 |
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| WealthCollab | 260k | $5.4M | 1% | 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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| Cypress Point Wealth Management | 232k | $5.0M | 9% | Mar 2026 |
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| Zrc Wealth Management | 231k | $5.0M | 4% | Mar 2026 |
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| Williams Financial | 231k | $4.8M | 100% | Dec 2025 |
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| Stanich Group | 227k | $4.9M | 8% | Mar 2026 |
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| Appleton Partners | 224k | $4.7M | 5% | Dec 2025 |
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| Pure Financial Advisors | 221k | $4.8M | 7% | Mar 2026 |
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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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| D. E. Shaw & Co | 205k | $4.3M | 253% | 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 | 170k | $3.7M | -1% | Mar 2026 |
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| Perigon Wealth Management | 169k | $3.6M | 13% | Mar 2026 |
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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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| 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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| Raymond James Financial | 149k | $3.1M | -2% | Dec 2025 |
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| Cibc World Markets | 147k | $3.1M | 100% | Dec 2025 |
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| Rooted Wealth Advisors | 146k | $3.1M | 8% | Dec 2025 |
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| Brand Asset Management Group | 140k | $2.9M | -13% | 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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| Wealthcare Advisory Partners | 124k | $2.7M | 88% | Mar 2026 |
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| Guardian Financial Partners | 122k | $2.6M | -5% | Mar 2026 |
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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 | $2.4M | 0% | Dec 2025 |
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| Ballast Advisors | 115k | $2.4M | 4% | Dec 2025 |
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| BlueSky Wealth Advisors | 115k | $2.5M | -89% | Mar 2026 |
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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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| FC Advisory | 101k | $2.2M | 8% | Mar 2026 |
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| Apollon Wealth Management | 100k | $2.1M | -3% | Dec 2025 |
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| Davis Capital Management | 99k | $2.1M | 4% | Mar 2026 |
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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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| Epiq Partners | 97k | $2.1M | -1% | Mar 2026 |
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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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| 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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| Wrenne Financial Planning | 92k | $1.9M | 28% | Dec 2025 |
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| Stockman Asset Management | 92k | $2.0M | 4% | Mar 2026 |
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| Farther Finance Advisors | 92k | $2.0M | 128% | Mar 2026 |
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| Pacific Capital Wealth Advisors | 91k | $2.0M | -9% | Mar 2026 |
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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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| Cascade Financial Partners | 88k | $1.8M | -6% | Dec 2025 |
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| Patriot Investment Management | 87k | $1.9M | -5% | Mar 2026 |
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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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| Fairview Capital Investment Management | 77k | $1.6M | -14% | Dec 2025 |
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| Braun-Bostich & Associates | 76k | $1.6M | -1% | Mar 2026 |
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| Kohmann Bosshard Financial Services | 73k | $1.5M | 8% | Dec 2025 |
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| HHM Wealth Advisors | 72k | $1.6M | -10% | Mar 2026 |
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| EP Wealth Advisors | 72k | $1.5M | 100% | 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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| Nations Financial Group | 69k | $1.5M | 27% | Mar 2026 |
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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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| Value Investment Professionals | 66k | $1.7M | 100% | Mar 2026 |
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| Sanders Morris Harris | 63k | $1.4M | 100% | Mar 2026 |
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| ValMark Advisers | 63k | $1.3M | 6% | Dec 2025 |
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| SeaCrest Wealth Management | 61k | $1.3M | -1% | Mar 2026 |
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| Atomi Financial Group | 27k | $554k | -96% | Dec 2025 |
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| Rfg Holdings | 20k | $430k | -88% | Mar 2026 |
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| Coconut Grove Bank | 6.3k | $135k | -98% | Mar 2026 |
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Who sold out of Schwab Strategic Tr us reit etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 306k | $6.4M |
| Vestwell Advisors | Sep 2025 | 160k | $3.4M |