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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 51M | $912M | 4% | Sep 2023 |
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| Financial Engines Advisors L.L.C | 45M | $887M | 10% | Jun 2023 |
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| Creative Planning | 30M | $531M | -4% | Sep 2023 |
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| Charles Schwab Investment Management | 25M | $450M | 7% | Sep 2023 |
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| Us Bancorp | 25M | $434M | 4% | Sep 2023 |
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| Envestnet Asset Management | 6.0M | $118M | -5% | Jun 2023 |
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| BlackRock | 3.9M | $77M | 18% | Jun 2023 |
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| HPM Partners | 2.3M | $44M | 18% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 2.0M | $36M | 2% | Sep 2023 |
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| Huntington Asset Advisors | 1.8M | $32M | -8% | Sep 2023 |
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| Moneta Group Investment Advisors | 1.5M | $27M | -28% | Sep 2023 |
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| Pnc Financial Services | 1.5M | $29M | -44% | Jun 2023 |
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| M^T Bank Corporation | 1.4M | $25M | 0% | Sep 2023 |
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| Lake Street Advisors Group | 1.1M | $22M | 58% | Jun 2023 |
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| Moisand Fitzgerald Tamayo | 937k | $17M | 3% | Sep 2023 |
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| Foster & Motley | 926k | $16M | 0% | Sep 2023 |
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| Benjamin F. Edwards & Company | 812k | $16M | 3% | Jun 2023 |
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| Wealthfront Advisers | 796k | $14M | 30% | Sep 2023 |
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| BlueSky Wealth Advisors | 771k | $14M | 6% | Sep 2023 |
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| Charles Schwab Trust | 576k | $10M | -14% | Sep 2023 |
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| UBS Group | 555k | $9.9M | 1% | Sep 2023 |
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| Mariner Wealth Advisors | 540k | $9.6M | -12% | Sep 2023 |
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| Apollon Wealth Management | 536k | $9.5M | 12% | Sep 2023 |
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| Betterment | 511k | $9.1M | 8% | Sep 2023 |
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| Tortoise Investment Management | 481k | $8.5M | 46% | Sep 2023 |
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| Toronto-Dominion Bank | 480k | $8.5M | -35% | Sep 2023 |
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| Fund Evaluation Group | 450k | $8.0M | 0% | Sep 2023 |
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| Courage Miller Partners | 440k | $7.8M | 10% | Sep 2023 |
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| Firestone Capital Management | 429k | $7.6M | -2% | Sep 2023 |
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| Wells Fargo & Company | 418k | $8.2M | 100% | Jun 2023 |
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| Rockefeller Capital Management | 415k | $7.4M | -10% | Sep 2023 |
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| Wealth Enhancement Advisory Services | 403k | $7.2M | 100% | Sep 2023 |
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| National Bank Of Canada /fi/ | 403k | $7.0M | -2% | Sep 2023 |
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| LPL Financial | 402k | $7.9M | -4% | Jun 2023 |
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| Ubs Global Asset Management Americas | 392k | $7.0M | 30% | Sep 2023 |
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| Pioneer Wealth Management Group | 361k | $6.4M | 14% | Sep 2023 |
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| Strategic Financial Planning | 353k | $6.3M | 4% | Sep 2023 |
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| Wealth Management Resources | 334k | $5.9M | 5% | Sep 2023 |
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| Krilogy Financial | 330k | $5.9M | 4% | Sep 2023 |
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| Jackson Thornton Asset Management | 309k | $5.5M | 20% | Sep 2023 |
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| Sensible Financial Planning & Management | 296k | $5.3M | 6% | Sep 2023 |
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| Vise Technologies | 294k | $5.2M | -5% | Sep 2023 |
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| Financial Network Investment Corporation | 281k | $5.0M | 7% | Sep 2023 |
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| Omega Financial Group | 261k | $4.6M | -1% | Sep 2023 |
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| Cornerstone Wealth Advisors | 257k | $4.6M | -8% | Sep 2023 |
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| Stratos Wealth Advisors | 248k | $4.4M | 68% | Sep 2023 |
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| Jones Financial Companies, L.L | 224k | $4.0M | -4% | Sep 2023 |
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| Gunma Bank | 221k | $3.9M | 0% | Sep 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 207k | $3.7M | 10% | Sep 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 194k | $3.5M | -3% | Sep 2023 |
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| Carlsbad Wealth Advisory Group | 191k | $3.7M | 100% | Jun 2023 |
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| Upper Left Wealth Management | 191k | $3.4M | 8% | Sep 2023 |
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| First Republic Investment Management | 184k | $3.3M | 19% | Sep 2023 |
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| Appleton Partners | 182k | $3.2M | 1% | Sep 2023 |
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| Congress Wealth Management LLC / DE / | 172k | $3.0M | 18% | Sep 2023 |
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| Citadel Advisors | 164k | $2.9M | 218% | Sep 2023 |
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| Morgan Stanley | 163k | $2.9M | -9% | Sep 2023 |
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| Vista Capital Partners | 159k | $2.8M | 10% | Sep 2023 |
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| HighTower Advisors | 150k | $2.6M | 7% | Sep 2023 |
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| Cypress Point Wealth Management | 148k | $2.6M | -15% | Sep 2023 |
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| Financial Counselors | 145k | $2.6M | 0% | Sep 2023 |
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| Schoolcraft Capital | 143k | $2.5M | 0% | Sep 2023 |
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| JMG Financial Group | 136k | $2.4M | -40% | Sep 2023 |
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| Marshall Financial Group | 130k | $2.3M | 2% | Sep 2023 |
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| Modera Wealth Management | 129k | $4.4M | 391% | Sep 2023 |
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| SWS Partners | 128k | $2.3M | 7% | Sep 2023 |
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| JNBA Financial Advisors | 123k | $2.2M | 5% | Sep 2023 |
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| Jackson Creek Investment Advisors | 121k | $2.1M | 2% | Sep 2023 |
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| Smith, Moore & Co. | 119k | $2.1M | 1% | Sep 2023 |
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| Phocas Financial | 118k | $2.1M | 0% | Sep 2023 |
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| Patriot Investment Management | 118k | $2.1M | -13% | Sep 2023 |
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| Strata Wealth Advisors | 115k | $2.0M | 79% | Sep 2023 |
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| FLC Capital Advisors | 114k | $2.2M | 7% | Jun 2023 |
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| Perigon Wealth Management | 110k | $2.0M | 1% | Sep 2023 |
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| Mercer Global Advisors | 108k | $1.9M | 16% | Sep 2023 |
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| Geneos Wealth Management | 108k | $1.9M | -1% | Sep 2023 |
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| Yale Capital Corp. | 107k | $1.9M | 1% | Sep 2023 |
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| Koss-Olinger Consulting | 106k | $1.9M | 100% | Sep 2023 |
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| Peterson Wealth Advisors | 105k | $1.9M | 7% | Sep 2023 |
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| Pacific Capital Wealth Advisors | 105k | $1.9M | -36% | Sep 2023 |
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| Gyl Financial Synergies | 105k | $1.9M | 81% | Sep 2023 |
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| Branch Banking & Trust Company | 104k | $1.8M | -4% | Sep 2023 |
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| Pure Financial Advisors | 104k | $1.8M | 3% | Sep 2023 |
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| Awm Capital | 103k | $1.8M | 0% | Sep 2023 |
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| Fairview Capital Investment Management | 103k | $2.0M | 0% | Jun 2023 |
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| Bank of New York Mellon | 102k | $1.8M | -1% | Sep 2023 |
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| MAI Wealth Advisors | 102k | $2.0M | -14% | Jun 2023 |
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| Madden Advisory Services | 98k | $1.9M | 7% | Jun 2023 |
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| Kohmann Bosshard Financial Services | 94k | $1.7M | -11% | Sep 2023 |
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| Private Advisor | 94k | $1.7M | -10% | Sep 2023 |
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| Chicago Partners Investment | 93k | $1.6M | 1% | Sep 2023 |
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| Evergreen Capital Management | 92k | $1.8M | 8% | Jun 2023 |
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| Advisor Group Holdings | 90k | $1.8M | 16% | Jun 2023 |
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| HHM Wealth Advisors | 90k | $1.6M | -2% | Sep 2023 |
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| Black Diamond Financial | 90k | $1.6M | 0% | Sep 2023 |
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| Aletheian Wealth Advisors | 89k | $1.6M | 72% | Sep 2023 |
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| Elm Partners Management | 87k | $1.5M | 0% | Sep 2023 |
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| Ballast Advisors | 85k | $1.5M | 1% | Sep 2023 |
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| Peloton Wealth Strategists | 83k | $1.6M | 10% | Jun 2023 |
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| Bensler | 81k | $1.4M | -10% | Sep 2023 |
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| Tower Research Capital | 80k | $1.4M | 100% | Sep 2023 |
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| Bank of America Corporation | 79k | $1.5M | -11% | Jun 2023 |
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| Glassy Mountain Advisors | 79k | $1.4M | 100% | Sep 2023 |
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| Ameriprise Financial | 78k | $1.5M | -6% | Jun 2023 |
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| Landmark Wealth Management | 76k | $1.4M | 100% | Sep 2023 |
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| IFG Advisors | 72k | $1.3M | -2% | Sep 2023 |
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| REDW Stanley Financial Advisors | 71k | $1.3M | -1% | Sep 2023 |
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| Mml Investors Services | 70k | $1.4M | -13% | Jun 2023 |
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| Buckingham Asset Management | 70k | $1.2M | 0% | Sep 2023 |
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| Empower Advisory Group | 67k | $1.2M | -5% | Sep 2023 |
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| Millburn Ridgefield | 66k | $1.2M | -95% | Sep 2023 |
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| Curtis Advisory Group | 65k | $1.1M | -4% | Sep 2023 |
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| Atlas Capital Advisors | 64k | $1.1M | 8% | Sep 2023 |
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| AE Wealth Management | 64k | $1.1M | -7% | Sep 2023 |
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| Resources Investment Advisors | 64k | $1.1M | -13% | Sep 2023 |
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| FC Advisory | 63k | $1.1M | -8% | Sep 2023 |
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| Trillium Asset Management Corporation | 63k | $1.1M | 0% | Sep 2023 |
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| Roundview Capital | 62k | $1.2M | -22% | Jun 2023 |
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| Vivaldi Capital Management | 62k | $1.1M | 100% | Sep 2023 |
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| ValMark Advisers | 61k | $1.1M | 10% | Sep 2023 |
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| Natixis Asset Management Advisors | 60k | $1.1M | 2% | Sep 2023 |
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| Wagner Bowman Management | 60k | $1.1M | -5% | Sep 2023 |
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| H D Vest Advisory Services | 60k | $1.1M | 2% | Sep 2023 |
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| BCS Wealth Management | 59k | $1.1M | 100% | Sep 2023 |
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| SeaCrest Wealth Management | 59k | $1.0M | 2% | Sep 2023 |
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| Greenleaf Trust | 58k | $1.0M | 0% | Sep 2023 |
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| Jpmorgan Chase & Co | 58k | $1.1M | 1% | Jun 2023 |
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| Watershed Private Wealth | 58k | $1.0M | 0% | Sep 2023 |
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| Waypoint Capital Advisors | 58k | $1.0M | -8% | Sep 2023 |
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| HBK Sorce Advisory | 57k | $1.0M | -5% | Sep 2023 |
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| Wealthcare Advisory Partners | 57k | $1.0M | -12% | Sep 2023 |
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| Capital Insight Partners | 55k | $983k | -17% | Sep 2023 |
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| Alesco Advisors | 55k | $983k | 0% | Sep 2023 |
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| Becker Capital Management | 55k | $976k | -15% | Sep 2023 |
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| Colony Group | 54k | $962k | 19% | Sep 2023 |
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| APCM Wealth Management for Individuals | 54k | $949k | 9% | Sep 2023 |
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| Curbstone Financial Management | 53k | $941k | 0% | Sep 2023 |
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| Gerber Kawasaki Wealth & Investment Management | 53k | $939k | -1% | Sep 2023 |
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| Hillcrest Wealth Advisors - NY | 52k | $913k | 209% | Sep 2023 |
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| Lederer & Associates Investment Counsel | 51k | $905k | -7% | Sep 2023 |
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| Tempus Wealth Planning | 49k | $861k | 1% | Sep 2023 |
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| Gradient Capital Advisors | 48k | $859k | -9% | Sep 2023 |
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| Susquehanna International | 48k | $930k | -67% | Jun 2023 |
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| Retirement Group | 47k | $825k | -2% | Sep 2023 |
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| Commonwealth Equity Services | 46k | $820k | -10% | Sep 2023 |
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| Bangor Savings Bank | 46k | $809k | -4% | Sep 2023 |
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| Mission Wealth Management | 46k | $808k | -4% | Sep 2023 |
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| Walkner Condon Financial Advisors | 45k | $801k | 20% | Sep 2023 |
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| Hanson McClain Advisors | 45k | $797k | 8% | Sep 2023 |
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| Royal Bank of Canada | 45k | $874k | 100% | Jun 2023 |
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| Leading Edge Financial Planning | 44k | $776k | -3% | Sep 2023 |
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| Bnp Paribas Arbitrage, Snc | 32k | $631k | -68% | Jun 2023 |
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| CWM | 31k | $542k | -34% | Sep 2023 |
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| Interactive Financial Advisors | 29k | $515k | -75% | Sep 2023 |
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| Juncture Wealth Strategies | 28k | $501k | -39% | Sep 2023 |
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| WT Wealth Management | 24k | $458k | -72% | Jun 2023 |
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| Prime Capital Investment Advisors | 20k | $348k | -65% | Sep 2023 |
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| Atria Wealth Solutions | 19k | $334k | -75% | Sep 2023 |
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Who sold out of Schwab Strategic Tr us reit etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Catalyst Capital Advisors | Jun 2023 | 1.3M | $24M |
| Eqis Capital Management | Mar 2023 | 145k | $2.8M |
| EP Wealth Advisors | Mar 2023 | 74k | $4.8M |
| Procyon Private Wealth Partners | Jun 2023 | 74k | $1.4M |