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
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
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 |
|
Financial Engines Advisors L.L.C | 51M | $1.0B | 100% | Mar 2024 |
|
Creative Planning | 29M | $578M | -3% | Mar 2024 |
|
Charles Schwab Investment Management | 27M | $555M | 10% | Mar 2024 |
|
Us Bancorp | 26M | $529M | 4% | Mar 2024 |
|
Northwestern Mutual Wealth Management Company | 7.9M | $161M | 100% | Mar 2024 |
|
Envestnet Portfolio Solutions | 6.8M | $137M | 8% | Jun 2024 |
|
BlackRock | 4.5M | $91M | 100% | Mar 2024 |
|
HPM Partners | 2.7M | $56M | -54% | Mar 2024 |
|
Huntington Asset Advisors | 1.7M | $35M | -16% | Jun 2024 |
|
Ameriprise Financial | 1.5M | $31M | 100% | Mar 2024 |
|
Moisand Fitzgerald Tamayo | 1.2M | $25M | 9% | Mar 2024 |
|
Pnc Financial Services | 1.1M | $22M | -3% | Mar 2024 |
|
Charles Schwab Trust | 1.1M | $21M | 6% | Jun 2024 |
|
Apollon Wealth Management | 1.0M | $21M | 10% | Jun 2024 |
|
M^T Bank Corporation | 934k | $19M | -1% | Mar 2024 |
|
Foster & Motley | 902k | $18M | 1% | Mar 2024 |
|
Benjamin F. Edwards & Company | 841k | $17M | -4% | Mar 2024 |
|
BlueSky Wealth Advisors | 801k | $16M | 100% | Jun 2024 |
|
UBS Group | 700k | $14M | -2% | Mar 2024 |
|
ZynergyRetirementPlanning | 678k | $14M | 100% | Jun 2024 |
|
Bnp Paribas Arbitrage, Snc | 671k | $14M | -13% | Mar 2024 |
|
Wealthfront Advisers | 614k | $13M | 4% | Mar 2024 |
|
Betterment | 558k | $11M | 12% | Mar 2024 |
|
Mariner Wealth Advisors | 518k | $11M | -3% | Mar 2024 |
|
Tortoise Investment Management | 509k | $10M | 5% | Mar 2024 |
|
Pioneer Wealth Management Group | 490k | $9.8M | 10% | Jun 2024 |
|
Wealth Enhancement Advisory Services | 484k | $9.7M | 4% | Jun 2024 |
|
Jackson Thornton Asset Management | 466k | $9.5M | 2% | Mar 2024 |
|
Courage Miller Partners | 453k | $9.0M | 0% | Jun 2024 |
|
Fund Evaluation Group | 450k | $9.1M | 0% | Mar 2024 |
|
LPL Financial | 419k | $8.5M | 100% | Mar 2024 |
|
Firestone Capital Management | 410k | $8.3M | 2% | Mar 2024 |
|
National Bank Of Canada /fi/ | 392k | $7.7M | -1% | Mar 2024 |
|
Rockefeller Capital Management | 392k | $8.0M | -6% | Mar 2024 |
|
Strategic Financial Planning | 392k | $8.0M | 5% | Mar 2024 |
|
Wealth Management Resources | 381k | $7.6M | 4% | Jun 2024 |
|
Wells Fargo & Company | 379k | $7.7M | -4% | Mar 2024 |
|
Envestnet Asset Management | 376k | $7.6M | 100% | Mar 2024 |
|
Krilogy Financial | 353k | $7.0M | 2% | Jun 2024 |
|
Ubs Global Asset Management Americas | 351k | $7.1M | 0% | Mar 2024 |
|
Sensible Financial Planning & Management | 347k | $6.9M | 5% | Jun 2024 |
|
Vise Technologies | 338k | $6.9M | 10% | Mar 2024 |
|
Goldman Sachs Group | 329k | $6.7M | 17% | Mar 2024 |
|
Townsquare Capital | 309k | $6.3M | 2766% | Mar 2024 |
|
Brown Wealth Management | 292k | $5.9M | 100% | Mar 2024 |
|
Citadel Advisors | 271k | $5.5M | -13% | Mar 2024 |
|
Omega Financial Group | 268k | $5.4M | -3% | Jun 2024 |
|
Stratos Wealth Advisors | 263k | $5.3M | 0% | Jun 2024 |
|
Nelson, Van Denburg & Campbell Wealth Management | 255k | $5.2M | 11% | Mar 2024 |
|
Jpmorgan Chase & Co | 244k | $4.9M | 2% | Mar 2024 |
|
Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 237k | $4.8M | -2% | Mar 2024 |
|
WealthCollab | 233k | $4.7M | 1% | Mar 2024 |
|
Raymond James Financial Services Advisors | 230k | $4.6M | 2% | Jun 2024 |
|
Morgan Stanley | 219k | $7.7M | 100% | Mar 2024 |
|
D. E. Shaw & Co | 218k | $4.4M | 100% | Mar 2024 |
|
Jones Financial Companies, L.L | 211k | $4.3M | -2% | Mar 2024 |
|
Appleton Partners | 201k | $4.0M | 1% | Jun 2024 |
|
Cetera Investment Advisers | 198k | $4.0M | 100% | Mar 2024 |
|
Vista Capital Partners | 192k | $3.9M | -3% | Mar 2024 |
|
Upper Left Wealth Management | 192k | $3.8M | 6% | Jun 2024 |
|
Pure Financial Advisors | 187k | $3.7M | 2% | Jun 2024 |
|
Forum Financial Management | 186k | $3.8M | 100% | Mar 2024 |
|
Elm Partners Management | 179k | $3.6M | 313% | Mar 2024 |
|
Zrc Wealth Management | 178k | $3.6M | 9% | Jun 2024 |
|
Baird Financial | 172k | $3.5M | -14% | Mar 2024 |
|
Marshall Financial Group | 162k | $3.3M | 12% | Mar 2024 |
|
HighTower Advisors | 161k | $3.3M | 5% | Mar 2024 |
|
Fiduciary Alliance | 160k | $3.2M | 7% | Jun 2024 |
|
Cibc World Markets | 158k | $3.2M | 100% | Mar 2024 |
|
Rockbridge Investment Management, LCC | 153k | $3.1M | -1% | Mar 2024 |
|
Congress Wealth Management LLC / DE / | 150k | $3.0M | 4% | Mar 2024 |
|
Financial Counselors | 145k | $2.9M | 0% | Mar 2024 |
|
SWS Partners | 135k | $2.7M | 3% | Jun 2024 |
|
Prime Capital Investment Advisors | 133k | $2.7M | 614% | Mar 2024 |
|
Schoolcraft Capital | 133k | $2.7M | -1% | Mar 2024 |
|
Smith, Moore & Co. | 132k | $2.7M | 100% | Mar 2024 |
|
Jackson Creek Investment Advisors | 130k | $2.6M | 4% | Mar 2024 |
|
JMG Financial Group | 129k | $2.6M | 9% | Mar 2024 |
|
Cypress Point Wealth Management | 128k | $2.6M | 3% | Mar 2024 |
|
Brooklyn FI | 121k | $2.5M | 0% | Mar 2024 |
|
Perigon Wealth Management | 121k | $2.5M | 6% | Mar 2024 |
|
Kohmann Bosshard Financial Services | 119k | $2.4M | -6% | Jun 2024 |
|
Branch Banking & Trust Company | 117k | $2.4M | 4% | Mar 2024 |
|
Fairview Capital Investment Management | 110k | $2.2M | 100% | Mar 2024 |
|
Pacific Capital Wealth Advisors | 108k | $2.2M | 0% | Mar 2024 |
|
Brio Consultants | 104k | $2.1M | -1% | Mar 2024 |
|
Awm Capital | 103k | $2.1M | 0% | Mar 2024 |
|
Geneos Wealth Management | 102k | $2.0M | 1% | Jun 2024 |
|
Vivaldi Capital Management | 102k | $2.0M | 1% | Mar 2024 |
|
Patriot Investment Management | 100k | $2.0M | 3% | Jun 2024 |
|
Glassy Mountain Advisors | 99k | $2.0M | 5% | Mar 2024 |
|
Yale Capital Corp. | 98k | $2.0M | 100% | Mar 2024 |
|
Gyl Financial Synergies | 97k | $1.9M | -13% | Jun 2024 |
|
Johnson Financial | 97k | $2.0M | -1% | Mar 2024 |
|
GSA Capital Partners | 96k | $2.0M | 100% | Mar 2024 |
|
Davis Capital Management | 95k | $1.9M | -1% | Jun 2024 |
|
Atlas Capital Advisors | 95k | $1.9M | 66% | Mar 2024 |
|
Principal Securities | 94k | $1.9M | -2% | Mar 2024 |
|
Ballast Advisors | 92k | $1.9M | 12% | Mar 2024 |
|
Advisor Group Holdings | 91k | $1.9M | 0% | Mar 2024 |
|
HHM Wealth Advisors | 91k | $1.9M | 100% | Mar 2024 |
|
Madden Advisory Services | 90k | $1.8M | 1% | Mar 2024 |
|
Peterson Wealth Advisors | 90k | $1.8M | -5% | Jun 2024 |
|
Modera Wealth Management | 90k | $1.8M | 459% | Mar 2024 |
|
Waypoint Capital Advisors | 89k | $1.8M | -13% | Jun 2024 |
|
Bank of America Corporation | 88k | $1.8M | 21% | Mar 2024 |
|
Royal Bank of Canada | 88k | $1.8M | 148% | Mar 2024 |
|
Cresset Asset Management | 87k | $1.8M | 0% | Mar 2024 |
|
Black Diamond Financial | 86k | $1.8M | 0% | Mar 2024 |
|
Wealthcare Advisory Partners | 86k | $1.7M | -5% | Mar 2024 |
|
We Are One Seven | 84k | $1.7M | 100% | Mar 2024 |
|
Mercer Global Advisors | 83k | $2.1M | -9% | Mar 2024 |
|
Rsm Us Wealth Management | 79k | $1.6M | 8% | Mar 2024 |
|
Colony | 77k | $1.6M | 8% | Mar 2024 |
|
Peloton Wealth Strategists | 77k | $1.6M | -4% | Mar 2024 |
|
Chicago Partners Investment | 76k | $1.4M | -7% | Mar 2024 |
|
Hrt Financial | 75k | $1.5M | 100% | Mar 2024 |
|
Alaska Retirement Management Board | 74k | $1.5M | 236% | Mar 2024 |
|
H D Vest Advisory Services | 74k | $1.5M | -8% | Mar 2024 |
|
FC Advisory | 74k | $1.5M | 3% | Jun 2024 |
|
Millburn Ridgefield | 73k | $1.5M | 2% | Mar 2024 |
|
Guardian Financial Partners | 72k | $1.4M | 10% | Jun 2024 |
|
MAI Wealth Advisors | 71k | $1.4M | 7% | Mar 2024 |
|
REDW Stanley Financial Advisors | 71k | $1.4M | -9% | Mar 2024 |
|
Trillium Asset Management Corporation | 71k | $1.4M | 12% | Mar 2024 |
|
IFG Advisors | 68k | $1.4M | -2% | Jun 2024 |
|
Resources Investment Advisors | 68k | $1.4M | 100% | Mar 2024 |
|
SeaCrest Wealth Management | 67k | $1.3M | 0% | Jun 2024 |
|
Engineers Gate Manager | 66k | $1.3M | 100% | Mar 2024 |
|
ValMark Advisers | 62k | $1.3M | 3% | Mar 2024 |
|
JFG Wealth Management | 62k | $1.3M | 0% | Mar 2024 |
|
AE Wealth Management | 61k | $1.2M | -20% | Mar 2024 |
|
Renaissance Technologies | 60k | $1.2M | 100% | Mar 2024 |
|
APCM Wealth Management for Individuals | 60k | $1.2M | -2% | Jun 2024 |
|
Alesco Advisors | 59k | $1.2M | 5% | Mar 2024 |
|
Greenleaf Trust | 58k | $1.2M | 0% | Jun 2024 |
|
Curtis Advisory Group | 58k | $1.2M | -11% | Mar 2024 |
|
SageView Advisory Group | 56k | $2.6M | 100% | Mar 2024 |
|
Tempus Wealth Planning | 55k | $1.1M | 1% | Jun 2024 |
|
Becker Capital Management | 55k | $1.1M | 0% | Mar 2024 |
|
HBK Sorce Advisory | 55k | $1.1M | 0% | Mar 2024 |
|
Apollon Financial | 54k | $1.1M | 8% | Jun 2024 |
|
Empower Advisory Group | 53k | $1.1M | -49% | Jun 2024 |
|
CI Private Wealth | 53k | $1.1M | 2% | Mar 2024 |
|
Curbstone Financial Management | 53k | $1.0M | -1% | Jun 2024 |
|
Susquehanna International | 52k | $1.0M | 100% | Mar 2024 |
|
Lederer & Associates Investment Counsel | 51k | $1.0M | 0% | Mar 2024 |
|
Private Advisor | 51k | $1.0M | -28% | Mar 2024 |
|
Breakwater Investment Management | 51k | $1.0M | 100% | Mar 2024 |
|
Bensler | 49k | $986k | -24% | Mar 2024 |
|
Natixis Asset Management Advisors | 22k | $454k | -87% | Mar 2024 |
|
Who sold out of Schwab Strategic Tr us reit etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Q3 Asset Management | Dec 2023 | 198k | $4.1M |
Landmark Wealth Management | Mar 2024 | 82k | $1.7M |
AlphaStar Capital Management | Dec 2023 | 69k | $1.4M |
BCS Wealth Management | Mar 2024 | 54k | $1.1M |