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 as Excel
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 | 0% | Mar 2026 |
|
| FMR | 25M | $540M | 3% | Mar 2026 |
|
| Creative Planning | 20M | $438M | -4% | Mar 2026 |
|
| Two Sigma Investments | 12M | $258M | 3% | Mar 2026 |
|
| Envestnet Asset Management | 11M | $237M | 849% | Mar 2026 |
|
| Dumac | 7.9M | $170M | 1% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 7.6M | $163M | -1% | Mar 2026 |
|
| HPM Partners | 2.7M | $57M | 0% | Mar 2026 |
|
| Benjamin Edwards | 2.1M | $45M | 16% | Mar 2026 |
|
| Ameriprise Financial | 2.0M | $44M | 2% | Mar 2026 |
|
| Mason Street Advisors | 1.6M | $35M | -4% | Mar 2026 |
|
| Charles Schwab Trust | 1.5M | $36M | 0% | Jun 2026 |
|
| Huntington Asset Advisors | 1.2M | $26M | -17% | Mar 2026 |
|
| BlackRock | 1.2M | $25M | -10% | Mar 2026 |
|
| Moneta Group Investment Advisors | 1.1M | $23M | 0% | Mar 2026 |
|
| M^T Bank Corporation | 1.0M | $23M | 0% | Mar 2026 |
|
| Elm Partners Management | 1.0M | $21M | 61% | Mar 2026 |
|
| Foster & Motley | 990k | $21M | 3% | Mar 2026 |
|
| Hantz Financial Services | 927k | $20M | 7% | Mar 2026 |
|
| Pioneer Wealth Management Group | 883k | $21M | 8% | Jun 2026 |
|
| ZynergyRetirementPlanning | 821k | $19M | 2% | Jun 2026 |
|
| Betterment | 796k | $17M | 3% | Mar 2026 |
|
| Warren Averett Asset Management | 746k | $16M | 2599% | Mar 2026 |
|
| Manning & Napier Advisors | 710k | $15M | 44% | Mar 2026 |
|
| Morningstar Investment Management | 705k | $15M | 25% | Mar 2026 |
|
| Principal Securities | 681k | $15M | 7% | Mar 2026 |
|
| Invesco | 663k | $14M | 231% | Mar 2026 |
|
| Beacon Pointe Advisors | 610k | $13M | 1% | Mar 2026 |
|
| Tortoise Investment Management | 561k | $12M | 7% | Mar 2026 |
|
| Courage Miller Partners | 522k | $11M | 0% | Mar 2026 |
|
| Pnc Financial Services | 517k | $11M | -36% | Mar 2026 |
|
| Krilogy Financial | 517k | $12M | 2% | Mar 2026 |
|
| UBS Group | 490k | $11M | -9% | Mar 2026 |
|
| Firestone Capital Management | 477k | $10M | 7% | Mar 2026 |
|
| Vise Technologies | 418k | $8.7M | 0% | Mar 2026 |
|
| Wealth Management Resources | 407k | $8.7M | 1% | Mar 2026 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 403k | $9.5M | 1% | Jun 2026 |
|
| Waterford Advisors | 403k | $9.3M | 100% | Mar 2026 |
|
| Mariner Wealth Advisors | 401k | $8.6M | -3% | Mar 2026 |
|
| Jackson Thornton Asset Management | 399k | $9.0M | -6% | Mar 2026 |
|
| Wealthfront Advisers | 398k | $8.6M | 17% | Mar 2026 |
|
| Morgan Stanley | 392k | $8.4M | -2% | Mar 2026 |
|
| Jones Financial Companies, L.L | 381k | $8.0M | 18% | Mar 2026 |
|
| LPL Financial | 368k | $7.9M | 6% | Mar 2026 |
|
| Colony | 360k | $7.7M | -1% | Mar 2026 |
|
| National Bank Of Canada /fi/ | 359k | $7.7M | 5% | Mar 2026 |
|
| Wells Fargo & Company | 356k | $7.7M | -13% | Mar 2026 |
|
| Rockefeller Capital Management | 355k | $7.6M | 0% | Mar 2026 |
|
| Amicus Financial Advisors | 354k | $7.6M | 2% | Mar 2026 |
|
| Vista Capital Partners | 346k | $7.4M | -1% | Mar 2026 |
|
| Neuberger Berman Group | 333k | $7.1M | 0% | Mar 2026 |
|
| Advisor Group Holdings | 319k | $6.9M | 15% | Mar 2026 |
|
| Passive Capital Management | 312k | $6.7M | 4% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 298k | $6.4M | -27% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 294k | $6.3M | 4% | Mar 2026 |
|
| Tower Research Capital | 286k | $6.1M | 169% | Mar 2026 |
|
| CoreCap Advisors | 285k | $6.8M | 8% | Jun 2026 |
|
| White & Co Financial Planning | 279k | $6.0M | 11% | Mar 2026 |
|
| Upper Left Wealth Management | 279k | $6.0M | 8% | Mar 2026 |
|
| WealthCollab | 262k | $5.6M | 1% | Mar 2026 |
|
| Yale Capital Corp. | 253k | $5.4M | 1% | Mar 2026 |
|
| Bank of America Corporation | 249k | $5.4M | 100% | Mar 2026 |
|
| Asset Allocation Strategies | 248k | $5.3M | 2% | Mar 2026 |
|
| Stanich Group | 245k | $5.8M | 8% | Jun 2026 |
|
| Cypress Point Wealth Management | 240k | $5.7M | 4% | Jun 2026 |
|
| Zrc Wealth Management | 235k | $5.6M | 2% | Jun 2026 |
|
| Frisco Financial Planning | 232k | $5.5M | 5% | Jun 2026 |
|
| Williams Financial | 230k | $4.9M | 0% | Mar 2026 |
|
| Appleton Partners | 229k | $4.9M | 2% | Mar 2026 |
|
| Pure Financial Advisors | 221k | $4.8M | 7% | Mar 2026 |
|
| Good Steward Wealth Advisors | 218k | $4.7M | 1% | Mar 2026 |
|
| Baird Financial | 208k | $4.5M | -3% | Mar 2026 |
|
| Smith, Moore & Co. | 207k | $4.4M | 7% | Mar 2026 |
|
| HighTower Advisors | 206k | $4.4M | 10% | Mar 2026 |
|
| Fiduciary Alliance | 202k | $4.6M | 5% | Mar 2026 |
|
| Cetera Investment Advisers | 190k | $4.1M | -41% | Mar 2026 |
|
| Assetmark | 185k | $4.0M | -1% | Mar 2026 |
|
| Omega Financial Group | 180k | $3.9M | -7% | Mar 2026 |
|
| Moisand Fitzgerald Tamayo | 170k | $3.7M | -1% | Mar 2026 |
|
| Perigon Wealth Management | 169k | $3.6M | 13% | Mar 2026 |
|
| CLS Investments | 168k | $3.6M | 72% | Mar 2026 |
|
| SWS Partners | 165k | $3.6M | -1% | Mar 2026 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 162k | $3.5M | -3% | Mar 2026 |
|
| Tudor Investment Corporation | 161k | $3.5M | 100% | Mar 2026 |
|
| Brooklyn FI | 156k | $3.4M | 1% | Mar 2026 |
|
| Rooted Wealth Advisors | 156k | $3.7M | 7% | Mar 2026 |
|
| Hartland & Co | 150k | $3.2M | 0% | Mar 2026 |
|
| Flatrock Wealth Partners | 149k | $3.2M | 0% | Mar 2026 |
|
| Raymond James Financial | 144k | $3.1M | -3% | Mar 2026 |
|
| Wealthcare Advisory Partners | 138k | $3.3M | 11% | Jun 2026 |
|
| Ballast Advisors | 126k | $2.7M | 9% | Mar 2026 |
|
| Sagace Wealth Management | 123k | $2.6M | -1% | Mar 2026 |
|
| Guardian Financial Partners | 122k | $2.6M | -5% | Mar 2026 |
|
| Glassy Mountain Advisors | 121k | $2.6M | 6% | Mar 2026 |
|
| Brand Asset Management Group | 119k | $2.6M | -15% | Mar 2026 |
|
| Barclays | 118k | $2.5M | 100% | Mar 2026 |
|
| Landmark Wealth Management | 116k | $2.5M | 22% | Mar 2026 |
|
| BlueSky Wealth Advisors | 115k | $2.5M | -89% | Mar 2026 |
|
| CIBC Bancorp USA | 114k | $2.4M | 100% | Mar 2026 |
|
| Hrt Financial | 113k | $2.4M | 100% | Mar 2026 |
|
| D. E. Shaw & Co | 112k | $2.4M | -45% | Mar 2026 |
|
| Vivaldi Capital Management | 111k | $2.4M | 6% | Mar 2026 |
|
| JMG Financial Group | 110k | $2.4M | -6% | Mar 2026 |
|
| SGL Investment Advisors | 109k | $2.6M | 12% | Mar 2026 |
|
| Madden Advisory Services | 109k | $2.3M | 0% | Mar 2026 |
|
| Koss-Olinger Consulting | 106k | $2.3M | 1% | Mar 2026 |
|
| Midwest Trust | 106k | $2.3M | 0% | Mar 2026 |
|
| Mercer Global Advisors | 105k | $2.2M | -14% | Mar 2026 |
|
| Ramiah Investment Group | 104k | $2.5M | 1% | Jun 2026 |
|
| Schoolcraft Capital | 104k | $2.2M | 0% | Mar 2026 |
|
| Davis Capital Management | 104k | $2.5M | 5% | Jun 2026 |
|
| We Are One Seven | 104k | $2.2M | -1% | Mar 2026 |
|
| Black Diamond Financial | 104k | $2.2M | 7% | Mar 2026 |
|
| Johnson Financial | 101k | $2.2M | -22% | Mar 2026 |
|
| APCM Wealth Management for Individuals | 101k | $2.2M | 7% | Mar 2026 |
|
| Brio Consultants | 100k | $2.3M | -4% | Mar 2026 |
|
| Gotham Asset Management | 99k | $2.1M | -15% | Mar 2026 |
|
| FC Advisory | 97k | $2.3M | -4% | Jun 2026 |
|
| Epiq Partners | 97k | $2.3M | 0% | Jun 2026 |
|
| Awm Capital | 97k | $2.1M | 0% | Mar 2026 |
|
| Wrenne Financial Planning | 97k | $2.1M | 5% | Mar 2026 |
|
| Summit Financial | 96k | $2.1M | 1% | Mar 2026 |
|
| Farther Finance Advisors | 95k | $2.3M | 4% | Jun 2026 |
|
| Bleakley Financial Group | 95k | $2.0M | 94% | Mar 2026 |
|
| Apollon Wealth Management | 95k | $2.0M | -5% | Mar 2026 |
|
| Stockman Asset Management | 92k | $2.0M | 4% | Mar 2026 |
|
| Hexagon Capital Partners | 91k | $2.0M | 9% | Mar 2026 |
|
| Geneos Wealth Management | 89k | $1.9M | 1% | Mar 2026 |
|
| Patriot Investment Management | 87k | $1.9M | -5% | Mar 2026 |
|
| Cascade Financial Partners | 87k | $1.9M | -1% | Mar 2026 |
|
| EP Wealth Advisors | 87k | $1.9M | 21% | Mar 2026 |
|
| Kohmann Bosshard Financial Services | 85k | $1.8M | 17% | Mar 2026 |
|
| Cape Investment Advisory | 83k | $1.8M | 1% | Mar 2026 |
|
| Independent Solutions Wealth Management | 80k | $1.7M | -4% | Mar 2026 |
|
| Stifel Financial | 78k | $1.7M | 81% | Mar 2026 |
|
| Kingswood Wealth Advisors | 77k | $1.6M | 10% | Mar 2026 |
|
| Braun-Bostich & Associates | 76k | $1.6M | -1% | Mar 2026 |
|
| Carter Financial Group | 75k | $1.6M | -8% | Mar 2026 |
|
| Point72 Asset Management | 73k | $1.6M | 100% | Mar 2026 |
|
| HHM Wealth Advisors | 72k | $1.6M | -10% | Mar 2026 |
|
| Tempus Wealth Planning | 70k | $1.5M | -1% | Mar 2026 |
|
| MAI Wealth Advisors | 70k | $1.5M | -15% | Mar 2026 |
|
| Nations Financial Group | 69k | $1.5M | 27% | Mar 2026 |
|
| Royal Bank of Canada | 68k | $1.5M | 100% | Mar 2026 |
|
| Fairview Capital Investment Management | 66k | $1.4M | -14% | Mar 2026 |
|
| Rsm Us Wealth Management | 64k | $1.4M | -5% | Mar 2026 |
|
| Trillium Asset Management Corporation | 64k | $1.4M | -3% | Mar 2026 |
|
| Breakwater Investment Management | 62k | $1.3M | 3% | Mar 2026 |
|
| ValMark Advisers | 62k | $1.3M | -2% | Mar 2026 |
|
| SeaCrest Wealth Management | 60k | $1.4M | -1% | Jun 2026 |
|
| Empower Advisory Group | 60k | $1.3M | -33% | Mar 2026 |
|
| Susquehanna International | 55k | $1.2M | -75% | Mar 2026 |
|
| Pacific Capital Wealth Advisors | 30k | $699k | -68% | Jun 2026 |
|
| Rfg Holdings | 20k | $430k | -88% | Mar 2026 |
|
| Envestnet Portfolio Solutions | 18k | $384k | -100% | Mar 2026 |
|
| Modera Wealth Management | 17k | $354k | -81% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr us reit etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Financial Planning | Dec 2025 | 484k | $10M |
| 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 |
| Lido Advisors | Dec 2025 | 83k | $1.8M |
| Gts Securities | Dec 2025 | 67k | $1.4M |
| Sanders Morris Harris | Mar 2026 | 63k | $1.4M |