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
Charles Schwab Investment Advisory 21M $791M 2% Dec 2020
Creative Planning 15M $555M 0% Dec 2020
Financial Engines Advisors L.L.C 14M $549M 16% Dec 2020
Charles Schwab Investment Management 7.2M $272M 17% Dec 2020
Us Bancorp 6.0M $227M 5% Dec 2020
Jones Financial Companies, L.L 4.3M $163M 3% Dec 2020
Envestnet Asset Management 2.4M $90M 10% Dec 2020
Pnc Financial Services 1.7M $63M -11% Dec 2020
Matrix Trust 1.4M $54M 2% Dec 2020
Moneta Group Investment Advisors 922k $35M 1% Dec 2020
M^T Bank Corporation 878k $33M -20% Dec 2020

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Foster & Motley 403k $15M 1% Dec 2020
Moisand Fitzgerald Tamayo 329k $13M 6% Dec 2020
AE Wealth Management 304k $12M 1539% Dec 2020
Catalyst Capital Advisors 290k $11M -16% Dec 2020
Wells Fargo & Company 281k $11M -10% Dec 2020
BlueSky Wealth Advisors 274k $10M 7% Dec 2020
Millburn Ridgefield 271k $11M -7% Mar 2021
Lake Street Advisors Group 264k $10M -1% Dec 2020
Elm Partners Management 255k $9.7M 0% Dec 2020
Truepoint 250k $9.5M 0% Dec 2020
Northwest Quadrant Wealth Management 248k $10M 1% Mar 2021
Associated Banc- 238k $9.0M -4% Dec 2020
Wealthfront Advisers 226k $8.6M -8% Dec 2020
Charles Schwab Trust 226k $9.4M 40% Mar 2021
Reby Advisors 223k $8.5M 100% Dec 2020
Omega Financial Group 222k $9.1M 3% Mar 2021
Ameriprise Financial 217k $8.2M 20% Dec 2020
Fund Evaluation Group 200k $7.6M 0% Dec 2020
First Mercantile Trust Company 198k $7.5M 2% Dec 2020
Krilogy Financial 189k $7.2M 1% Dec 2020
Bangor Savings Bank 186k $7.1M 9% Dec 2020
Courage Miller Partners 173k $6.6M 20% Dec 2020
David R. Rahn Inc. dba Avalon Capital Management 171k $7.0M 100% Mar 2021
HBK Sorce Advisory 163k $6.2M 10% Dec 2020
Strategic Financial Planning 163k $6.2M 10% Dec 2020
Capital Insight Partners 162k $6.2M -5% Dec 2020
Northwestern Mutual Wealth Management Company 154k $5.8M -7% Dec 2020
Eagle Global Advisors 149k $5.7M -4% Dec 2020
Firestone Capital Management 136k $5.2M 18% Dec 2020
LPL Financial 134k $5.1M -17% Dec 2020
First Hawaiian Bank 133k $5.5M 17% Mar 2021
Benjamin F. Edwards & Company 122k $4.6M 7% Dec 2020
HPM Partners 121k $4.6M -3% Dec 2020
Financial Counselors 115k $4.4M 100% Dec 2020
Bank of New York Mellon 109k $4.1M 99% Dec 2020
Morningstar Investment Services 106k $4.0M -10% Dec 2020
JMG Financial Group 104k $3.9M -6% Dec 2020
Change Path 98k $3.7M -29% Dec 2020
Rockbridge Investment Management, LCC 96k $3.6M -1% Dec 2020
Ironsides Asset Advisors 95k $3.6M 0% Dec 2020
Pathstone Family Office 91k $3.4M 0% Dec 2020
Sensible Financial Planning & Management 86k $3.3M 2% Dec 2020
Nelson, Van Denburg & Campbell Wealth Management 86k $3.3M 17% Dec 2020
Susquehanna International 85k $3.2M 52% Dec 2020
Mercer Global Advisors 79k $3.0M -13% Dec 2020
Ubs Global Asset Management Americas 79k $3.0M 0% Dec 2020
Apollon Wealth Management 78k $3.0M 34% Dec 2020
Interactive Financial Advisors 76k $2.9M 6% Dec 2020
First National Corp 76k $2.9M -65% Dec 2020
Blume Capital Management 74k $2.8M 7% Dec 2020
Adams Chetwood Wealth Management 71k $2.7M 1% Dec 2020
SWS Partners 69k $2.6M -1% Dec 2020
Taylor, Cottrill, Erickson & Associates 69k $2.8M 0% Mar 2021
Appleton Partners 68k $2.8M 10% Mar 2021
Pinnacle Advisory Group 67k $2.5M 12% Dec 2020
Mml Investors Services 63k $2.4M -5% Dec 2020
Cypress Point Wealth Management 63k $2.4M 100% Dec 2020
WT Wealth Management 62k $2.3M -3% Dec 2020
Gradient Capital Advisors 62k $2.3M 5% Dec 2020
Milestone Group 60k $2.3M -15% Dec 2020
Smith, Moore & Co. 60k $2.3M 5% Dec 2020
Marshall Financial Group 58k $2.2M -7% Dec 2020
Bridge Advisory 56k $2.1M 100% Dec 2020
DiMeo Schneider & Associates 55k $2.1M 21% Dec 2020
Jackson Creek Investment Advisors 54k $2.0M 17% Dec 2020
QS Investors 53k $2.0M 0% Dec 2020
Fairview Capital Investment Management 50k $1.9M 3% Dec 2020
Lutz Financial Services 50k $1.9M 0% Dec 2020
HighTower Advisors 48k $1.8M 3% Dec 2020
Branch Banking & Trust Company 47k $1.8M 24% Dec 2020
Mariner Wealth Advisors 44k $1.7M -1% Dec 2020
Morgan Stanley 43k $1.6M 22% Dec 2020
Cambridge Investment Research Advisors 42k $1.6M -24% Dec 2020
SeaCrest Wealth Management 41k $1.5M -6% Dec 2020
Vista Capital Partners 41k $1.5M -13% Dec 2020
Kohmann Bosshard Financial Services 40k $1.5M -76% Dec 2020
Trillium Asset Management Corporation 40k $1.5M 7% Dec 2020
Chicago Partners Investment 39k $1.5M 0% Dec 2020
Bank of America Corporation 39k $1.5M -7% Dec 2020
Personal Capital Advisors 38k $1.5M 58% Dec 2020
Mission Wealth Management 38k $1.4M -9% Dec 2020
Sculati Wealth Management 38k $1.4M -4% Dec 2020
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 38k $1.4M -8% Dec 2020
Betterment 37k $1.4M -1% Dec 2020
Private Advisor 37k $1.4M -3% Dec 2020
Ballast Advisors 37k $1.4M 2% Dec 2020
REDW Stanley Financial Advisors 36k $1.4M -26% Dec 2020
Danda Trouve Investment Management 36k $1.4M -25% Dec 2020
Solitude Financial Services 36k $1.5M -4% Mar 2021
Phocas Financial 35k $1.3M -29% Dec 2020
Madden Advisory Services 34k $1.3M 5% Dec 2020
Natixis Asset Management Advisors 33k $1.2M -2% Dec 2020
Peloton Wealth Strategists 32k $1.2M 100% Dec 2020
Advisor Group Holdings 32k $1.2M 5% Dec 2020
Kestra Advisory Services 31k $1.2M 22981% Dec 2020
Alesco Advisors 31k $1.2M -33% Dec 2020
Resources Investment Advisors 31k $1.2M -22% Dec 2020
Marotta Asset Management 29k $1.2M -43% Mar 2021
RHS Financial 29k $1.1M 132% Dec 2020
Stableford Capital Ii 28k $1.1M 4% Dec 2020
IFG Advisors 27k $1.0M 6% Dec 2020
United Capital Financial Advisers 27k $1.0M -5% Dec 2020
Curbstone Financial Management 27k $1.1M 0% Mar 2021
Stokes Capital Advisors 27k $1.1M 13% Mar 2021
Curi Wealth Management 26k $1.0M 100% Dec 2020
Cordant 26k $1.0M 2% Dec 2020
Curtis Advisory Group 26k $993k 61% Dec 2020
Royal Bank of Canada 26k $992k 45% Dec 2020
Pure Financial Advisors 26k $1.1M -4% Mar 2021
Commonwealth Equity Services 25k $965k -21% Dec 2020
BCS Wealth Management 25k $958k 9% Dec 2020
Running Point Capital Advisors 25k $929k 100% Dec 2020
Platte River Wealth Advisors 24k $1.0M 0% Mar 2021
Wagner Bowman Management 23k $936k -1% Mar 2021
Bridgeworth 23k $854k -1% Dec 2020
Advisory Services Network 22k $833k -29% Dec 2020
Websterrogers Financial Advisors 21k $777k 100% Dec 2020
HHM Wealth Advisors 21k $780k -5% Dec 2020
Efficient Advisors 21k $780k 1% Dec 2020
Black Diamond Financial 20k $767k -5% Dec 2020
Roundview Capital 20k $765k -10% Dec 2020
Garde Capital 20k $763k 106% Dec 2020
Walkner Condon Financial Advisors 20k $807k 3% Mar 2021
SigFig Wealth Management 19k $730k 29% Dec 2020
Managed Account Services 19k $717k 0% Dec 2020
State Street Corporation 19k $710k 2% Dec 2020
HoyleCohen 18k $670k 1% Dec 2020
FC Advisory 17k $702k 8% Mar 2021
Segall Bryant & Hamill 17k $642k 0% Dec 2020
Captrust Financial Advisors 17k $644k -55% Dec 2020
Tradition Wealth Management 17k $640k 100% Dec 2020
Koshinski Asset Management 17k $639k -9% Dec 2020
Friedenthal Financial 17k $619k -36% Dec 2020
FormulaFolio Investments 16k $623k -7% Dec 2020
Baldrige Asset Management 16k $672k 10% Mar 2021
Landmark Financial Advisors 16k $594k -4% Dec 2020
Journey Advisory Group 16k $618k 100% Dec 2020
Greenleaf Trust 16k $610k 5% Dec 2020
Cobblestone Capital Advisors 16k $593k -21% Dec 2020
D.B. Root & Company 16k $587k -29% Dec 2020
Robertson Stephens Wealth Management 15k $576k -46% Dec 2020
Patriot Investment Management 15k $555k -69% Dec 2020
Relaxing Retirement Coach 13k $476k -86% Dec 2020
Brand Asset Management Group 11k $424k -82% Dec 2020
Raymond James Financial Services Advisors 8.9k $338k -95% Dec 2020
Blueprint Investment Partners 58.00 $2.2k -100% Dec 2020

Who sold out of Schwab Strategic Tr us reit etf?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Sep 2020 30k $1.1M
Wolverine Trading Sep 2020 26k $924k
Reitz Capital Advisors Dec 2020 19k $728k
Emery Howard Portfolio Management Sep 2020 16k $576k