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 | 20M | $438M | -4% | Mar 2026 |
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| Two Sigma Investments | 12M | $258M | 3% | Mar 2026 |
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| Envestnet Asset Management | 11M | $237M | 849% | Mar 2026 |
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| Dumac | 7.9M | $170M | 1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 7.6M | $163M | -1% | Mar 2026 |
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| HPM Partners | 2.7M | $57M | 0% | Mar 2026 |
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| Benjamin Edwards | 2.1M | $45M | 16% | Mar 2026 |
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| Ameriprise Financial | 2.0M | $44M | 2% | Mar 2026 |
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| Mason Street Advisors | 1.6M | $35M | -4% | Mar 2026 |
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| Charles Schwab Trust | 1.5M | $32M | 10% | Mar 2026 |
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| Huntington Asset Advisors | 1.2M | $26M | -17% | Mar 2026 |
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| BlackRock | 1.2M | $25M | -10% | Mar 2026 |
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| Moneta Group Investment Advisors | 1.1M | $23M | 0% | Mar 2026 |
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| M^T Bank Corporation | 1.0M | $23M | 0% | Mar 2026 |
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| Elm Partners Management | 1.0M | $21M | 61% | Mar 2026 |
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| Foster & Motley | 990k | $21M | 3% | Mar 2026 |
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| Hantz Financial Services | 927k | $20M | 7% | Mar 2026 |
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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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| Betterment | 769k | $16M | 9% | Dec 2025 |
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| Manning & Napier Advisors | 710k | $15M | 44% | Mar 2026 |
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| Principal Securities | 681k | $15M | 7% | Mar 2026 |
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| Invesco | 663k | $14M | 231% | Mar 2026 |
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| Pure Portfolios Holdings | 641k | $13M | 3% | 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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| Tortoise Investment Management | 561k | $12M | 7% | Mar 2026 |
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| Courage Miller Partners | 522k | $11M | 0% | Mar 2026 |
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| Pnc Financial Services | 517k | $11M | -36% | Mar 2026 |
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| Krilogy Financial | 517k | $12M | 2% | Mar 2026 |
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| UBS Group | 490k | $11M | -9% | Mar 2026 |
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| Strategic Financial Planning | 484k | $10M | 5% | Dec 2025 |
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| Firestone Capital Management | 477k | $10M | 7% | Mar 2026 |
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| Vise Technologies | 418k | $8.7M | 0% | Mar 2026 |
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| Wealth Management Resources | 407k | $8.7M | 1% | Mar 2026 |
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| Waterford Advisors | 403k | $9.3M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 401k | $8.6M | -3% | Mar 2026 |
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| Jackson Thornton Asset Management | 399k | $9.0M | -6% | Mar 2026 |
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| Wealthfront Advisers | 398k | $8.6M | 17% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 397k | $8.5M | 6% | Mar 2026 |
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| Morgan Stanley | 392k | $8.4M | -2% | Mar 2026 |
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| LPL Financial | 368k | $7.9M | 6% | Mar 2026 |
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| Colony | 365k | $7.6M | 6% | Dec 2025 |
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| Wells Fargo & Company | 356k | $7.7M | -13% | Mar 2026 |
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| Rockefeller Capital Management | 355k | $7.6M | 0% | Mar 2026 |
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| Amicus Financial Advisors | 354k | $7.6M | 2% | Mar 2026 |
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| Vista Capital Partners | 346k | $7.4M | -1% | Mar 2026 |
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| National Bank Of Canada /fi/ | 341k | $7.1M | 16% | Dec 2025 |
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| Neuberger Berman Group | 333k | $7.0M | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 322k | $6.7M | 6% | Dec 2025 |
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| Passive Capital Management | 312k | $6.7M | 4% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 298k | $6.4M | -27% | Mar 2026 |
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| Ubs Global Asset Management Americas | 294k | $6.3M | 4% | Mar 2026 |
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| White & Co Financial Planning | 279k | $6.0M | 11% | Mar 2026 |
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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 | 262k | $5.6M | 1% | Mar 2026 |
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| Yale Capital Corp. | 253k | $5.4M | 1% | Mar 2026 |
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| Bank of America Corporation | 249k | $5.4M | 100% | Mar 2026 |
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| Asset Allocation Strategies | 248k | $5.3M | 2% | Mar 2026 |
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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 | 230k | $4.9M | 0% | Mar 2026 |
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| Appleton Partners | 229k | $4.9M | 2% | Mar 2026 |
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| Stanich Group | 227k | $4.9M | 8% | Mar 2026 |
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| Frisco Financial Planning | 222k | $4.8M | 4% | Mar 2026 |
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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 | 218k | $4.7M | 1% | Mar 2026 |
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| Baird Financial | 215k | $4.5M | 1% | Dec 2025 |
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| Smith, Moore & Co. | 207k | $4.4M | 7% | Mar 2026 |
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| HighTower Advisors | 206k | $4.4M | 10% | Mar 2026 |
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| Fiduciary Alliance | 202k | $4.6M | 5% | Mar 2026 |
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| Cetera Investment Advisers | 190k | $4.1M | -41% | Mar 2026 |
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| Assetmark | 185k | $4.0M | -1% | Mar 2026 |
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| Omega Financial Group | 180k | $3.9M | -7% | Mar 2026 |
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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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| CLS Investments | 168k | $3.6M | 72% | Mar 2026 |
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| SWS Partners | 165k | $3.6M | -1% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 162k | $3.5M | -3% | Mar 2026 |
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| Tudor Investment Corporation | 161k | $3.5M | 100% | Mar 2026 |
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| Brooklyn FI | 156k | $3.4M | 1% | Mar 2026 |
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| Rooted Wealth Advisors | 156k | $3.7M | 7% | Mar 2026 |
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| Hartland & Co | 150k | $3.2M | 0% | Mar 2026 |
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| Raymond James Financial | 149k | $3.1M | -2% | Dec 2025 |
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| Flatrock Wealth Partners | 149k | $3.2M | 0% | Mar 2026 |
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| Cibc World Markets | 147k | $3.1M | 100% | Dec 2025 |
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| Johnson Financial | 129k | $2.7M | 51% | Dec 2025 |
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| Ballast Advisors | 126k | $2.7M | 9% | Mar 2026 |
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| Wealthcare Advisory Partners | 124k | $2.7M | 88% | Mar 2026 |
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| Sagace Wealth Management | 123k | $2.6M | -1% | Mar 2026 |
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| Guardian Financial Partners | 122k | $2.6M | -5% | Mar 2026 |
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| Glassy Mountain Advisors | 121k | $2.6M | 6% | Mar 2026 |
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| Brand Asset Management Group | 119k | $2.6M | -15% | Mar 2026 |
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| Landmark Wealth Management | 116k | $2.5M | 22% | Mar 2026 |
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| BlueSky Wealth Advisors | 115k | $2.5M | -89% | Mar 2026 |
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| CIBC Bancorp USA | 114k | $2.4M | -20% | Mar 2026 |
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| Hrt Financial | 113k | $2.4M | 100% | Mar 2026 |
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| D. E. Shaw & Co | 112k | $2.4M | -45% | Mar 2026 |
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| JMG Financial Group | 110k | $2.4M | -6% | Mar 2026 |
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| SGL Investment Advisors | 109k | $2.6M | 12% | Mar 2026 |
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| Madden Advisory Services | 109k | $2.3M | 0% | Mar 2026 |
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| Koss-Olinger Consulting | 106k | $2.3M | 1% | Mar 2026 |
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| Tower Research Capital | 106k | $2.2M | 211954% | Dec 2025 |
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| Midwest Trust | 106k | $2.3M | 0% | Mar 2026 |
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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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| Mercer Global Advisors | 105k | $2.2M | -14% | Mar 2026 |
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| Schoolcraft Capital | 104k | $2.2M | 0% | Mar 2026 |
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| Black Diamond Financial | 104k | $2.2M | 7% | Mar 2026 |
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| Ramiah Investment Group | 104k | $2.2M | 8% | Mar 2026 |
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| APCM Wealth Management for Individuals | 101k | $2.2M | 7% | Mar 2026 |
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| FC Advisory | 101k | $2.2M | 8% | Mar 2026 |
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| Brio Consultants | 100k | $2.3M | -4% | Mar 2026 |
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| Gotham Asset Management | 99k | $2.1M | -15% | Mar 2026 |
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| Davis Capital Management | 99k | $2.1M | 4% | Mar 2026 |
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| Epiq Partners | 97k | $2.1M | -1% | Mar 2026 |
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| Awm Capital | 97k | $2.1M | 0% | Mar 2026 |
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| Summit Financial | 96k | $2.1M | 1% | Mar 2026 |
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| Bleakley Financial Group | 95k | $2.0M | 94% | Mar 2026 |
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| Apollon Wealth Management | 95k | $2.0M | -5% | Mar 2026 |
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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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| Hexagon Capital Partners | 91k | $2.0M | 9% | Mar 2026 |
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| Pacific Capital Wealth Advisors | 91k | $2.0M | -9% | Mar 2026 |
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| Geneos Wealth Management | 89k | $1.9M | 1% | Mar 2026 |
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| Empower Advisory Group | 89k | $1.9M | 41% | Dec 2025 |
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| Patriot Investment Management | 87k | $1.9M | -5% | Mar 2026 |
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| Cascade Financial Partners | 87k | $1.9M | -1% | Mar 2026 |
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| EP Wealth Advisors | 87k | $1.9M | 21% | Mar 2026 |
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| Kohmann Bosshard Financial Services | 85k | $1.8M | 17% | Mar 2026 |
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| Cape Investment Advisory | 82k | $1.7M | 5515% | Dec 2025 |
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| Independent Solutions Wealth Management | 80k | $1.7M | -4% | Mar 2026 |
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| Stifel Financial | 78k | $1.7M | 81% | Mar 2026 |
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| Kingswood Wealth Advisors | 77k | $1.6M | 10% | Mar 2026 |
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| Braun-Bostich & Associates | 76k | $1.6M | -1% | Mar 2026 |
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| Carter Financial Group | 75k | $1.6M | -8% | Mar 2026 |
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| Point72 Asset Management | 73k | $1.6M | 100% | Mar 2026 |
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| HHM Wealth Advisors | 72k | $1.6M | -10% | Mar 2026 |
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| Tempus Wealth Planning | 70k | $1.5M | -1% | Mar 2026 |
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| MAI Wealth Advisors | 70k | $1.5M | -15% | Mar 2026 |
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| Nations Financial Group | 69k | $1.5M | 27% | Mar 2026 |
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| Royal Bank of Canada | 68k | $1.5M | 21% | Mar 2026 |
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| Gts Securities | 67k | $1.4M | 100% | Dec 2025 |
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| Fairview Capital Investment Management | 66k | $1.4M | -14% | Mar 2026 |
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| Rsm Us Wealth Management | 64k | $1.4M | -5% | 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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| Envestnet Portfolio Solutions | 18k | $384k | -100% | Mar 2026 |
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| Modera Wealth Management | 17k | $354k | -81% | 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 |
| Stratos Wealth Advisors | Dec 2025 | 163k | $3.4M |
| DiMeo Schneider & Associates | Dec 2025 | 101k | $2.1M |
| Jpmorgan Chase & Co | Sep 2025 | 90k | $1.9M |
| Lido Advisors | Dec 2025 | 83k | $1.8M |