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 | 54M | $1.1B | 2% | Dec 2024 |
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| Us Bancorp | 28M | $599M | 3% | Dec 2024 |
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| FMR | 26M | $536M | 3% | Dec 2024 |
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| Creative Planning | 24M | $512M | -5% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 7.6M | $161M | 1% | Dec 2024 |
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| Envestnet Portfolio Solutions | 7.2M | $152M | 4% | Dec 2024 |
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| HPM Partners | 3.0M | $63M | -9% | Dec 2024 |
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| Bnp Paribas Arbitrage, Snc | 1.9M | $40M | 76% | Dec 2024 |
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| Huntington Asset Advisors | 1.7M | $35M | -16% | Dec 2024 |
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| Ameriprise Financial | 1.5M | $32M | -4% | Dec 2024 |
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| Mason Street Advisors | 1.5M | $31M | -4% | Dec 2024 |
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| BlackRock | 1.2M | $25M | -66% | Dec 2024 |
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| Morningstar Investment Management | 1.1M | $24M | -2% | Dec 2024 |
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| Moneta Group Investment Advisors | 1.1M | $24M | 2% | Dec 2024 |
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| Apollon Wealth Management | 1.1M | $23M | 1% | Dec 2024 |
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| Charles Schwab Trust | 1.1M | $23M | 6% | Dec 2024 |
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| M^T Bank Corporation | 1.0M | $22M | 21% | Dec 2024 |
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| Hantz Financial Services | 1.0M | $22M | -13% | Dec 2024 |
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| Quadrature Capital | 1.0M | $21M | 100% | Dec 2024 |
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| Pnc Financial Services | 917k | $19M | -4% | Dec 2024 |
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| Envestnet Asset Management | 912k | $19M | 22% | Dec 2024 |
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| Foster & Motley | 905k | $19M | 1% | Dec 2024 |
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| Benjamin Edwards | 888k | $19M | 4% | Dec 2024 |
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| BlueSky Wealth Advisors | 851k | $18M | 3% | Dec 2024 |
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| Elm Partners Management | 833k | $18M | 3% | Dec 2024 |
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| UBS Group | 797k | $17M | 37% | Dec 2024 |
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| ZynergyRetirementPlanning | 674k | $16M | 0% | Dec 2024 |
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| Betterment | 583k | $12M | 6% | Dec 2024 |
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| Pure Portfolios Holdings | 575k | $12M | 6% | Dec 2024 |
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| LPL Financial | 539k | $11M | -3% | Dec 2024 |
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| Tortoise Investment Management | 516k | $11M | 0% | Dec 2024 |
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| Pioneer Wealth Management Group | 506k | $12M | 3% | Sep 2024 |
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| Tradewinds Capital Management | 501k | $11M | 910295% | Dec 2024 |
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| Mariner Wealth Advisors | 476k | $10M | 6% | Dec 2024 |
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| Courage Miller Partners | 443k | $9.3M | 1% | Dec 2024 |
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| Firestone Capital Management | 441k | $9.3M | 4% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 439k | $9.2M | -9% | Dec 2024 |
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| Principal Securities | 439k | $9.2M | 3% | Dec 2024 |
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| Jackson Thornton Asset Management | 438k | $9.2M | -4% | Dec 2024 |
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| Strategic Financial Planning | 435k | $9.2M | 1% | Dec 2024 |
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| Wells Fargo & Company | 400k | $8.4M | 16% | Dec 2024 |
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| National Bank Of Canada /fi/ | 391k | $8.2M | 2% | Dec 2024 |
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| Vise Technologies | 367k | $7.7M | 5% | Dec 2024 |
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| Wealth Management Resources | 364k | $7.7M | -6% | Dec 2024 |
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| Rockefeller Capital Management | 363k | $7.6M | -1% | Dec 2024 |
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| Townsquare Capital | 357k | $7.5M | -1% | Dec 2024 |
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| Krilogy Financial | 355k | $7.5M | 4% | Dec 2024 |
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| Sensible Financial Planning & Management | 348k | $7.3M | -1% | Dec 2024 |
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| Brown Wealth Management | 346k | $7.3M | 0% | Dec 2024 |
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| Colony | 295k | $6.5M | 79% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 291k | $6.1M | 3% | Dec 2024 |
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| Manning & Napier Advisors | 289k | $6.1M | 100% | Dec 2024 |
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| Stratos Wealth Advisors | 272k | $5.7M | -3% | Dec 2024 |
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| Ubs Global Asset Management Americas | 269k | $5.7M | -11% | Dec 2024 |
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| Neuberger Berman Group | 256k | $5.4M | 100% | Dec 2024 |
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| Morgan Stanley | 254k | $9.4M | -32% | Dec 2024 |
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| Mercer Global Advisors | 252k | $5.3M | 99% | Dec 2024 |
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| WealthCollab | 251k | $5.3M | 7% | Dec 2024 |
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| Jones Financial Companies, L.L | 250k | $5.3M | 5% | Dec 2024 |
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| White & Co Financial Planning | 245k | $5.2M | 100% | Dec 2024 |
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| Moisand Fitzgerald Tamayo | 222k | $4.7M | -5% | Dec 2024 |
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| Passive Capital Management | 220k | $4.6M | 4% | Dec 2024 |
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| Omega Financial Group | 213k | $4.5M | -10% | Dec 2024 |
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| Farther Finance Advisors | 211k | $4.4M | 49% | Dec 2024 |
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| Cetera Investment Advisers | 206k | $4.3M | 3% | Dec 2024 |
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| Upper Left Wealth Management | 204k | $4.3M | 1% | Dec 2024 |
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| Appleton Partners | 199k | $4.2M | 0% | Dec 2024 |
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| Goldman Sachs Group | 195k | $4.1M | 0% | Dec 2024 |
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| Kingsview Wealth Management | 192k | $4.0M | 500% | Dec 2024 |
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| Fiduciary Alliance | 188k | $4.0M | 9% | Dec 2024 |
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| Zrc Wealth Management | 179k | $3.8M | -5% | Dec 2024 |
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| HighTower Advisors | 179k | $3.8M | -69% | Dec 2024 |
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| Pure Financial Advisors | 174k | $3.7M | -2% | Dec 2024 |
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| Bank of America Corporation | 172k | $3.6M | 1% | Dec 2024 |
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| Rooted Wealth Advisors | 169k | $3.5M | 3% | Dec 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 164k | $3.5M | -10% | Dec 2024 |
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| Smith, Moore & Co. | 161k | $3.4M | 4% | Dec 2024 |
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| Raymond James Financial | 160k | $3.4M | 100% | Dec 2024 |
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| Baird Financial | 159k | $3.4M | -3% | Dec 2024 |
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| Cypress Point Wealth Management | 157k | $3.3M | 16% | Dec 2024 |
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| Vista Capital Partners | 157k | $3.3M | -2% | Dec 2024 |
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| Congress Wealth Management LLC / DE / | 154k | $3.2M | 0% | Dec 2024 |
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| Marshall Financial Group | 149k | $3.1M | -13% | Dec 2024 |
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| Jackson Creek Investment Advisors | 148k | $3.1M | 3% | Dec 2024 |
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| SWS Partners | 145k | $3.0M | 25% | Dec 2024 |
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| Becker Capital Management | 142k | $3.0M | 0% | Dec 2024 |
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| Rfg Holdings | 141k | $3.0M | 100% | Dec 2024 |
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| Perigon Wealth Management | 140k | $3.0M | 15% | Dec 2024 |
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| Schoolcraft Capital | 136k | $2.9M | -2% | Dec 2024 |
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| Financial Counselors | 132k | $2.8M | -8% | Dec 2024 |
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| Raymond James Financial Services Advisors | 132k | $3.1M | -43% | Sep 2024 |
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| Cascade Financial Partners | 129k | $2.7M | 2% | Dec 2024 |
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| Cibc World Markets | 127k | $2.7M | -10% | Dec 2024 |
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| Pacific Capital Wealth Advisors | 124k | $2.6M | 0% | Dec 2024 |
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| Tudor Investment Corporation | 123k | $2.6M | -59% | Dec 2024 |
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| Epiq Partners | 121k | $2.5M | 137% | Dec 2024 |
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| Brooklyn FI | 120k | $2.5M | 0% | Dec 2024 |
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| Black Diamond Financial | 118k | $2.5M | 41% | Dec 2024 |
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| Glassy Mountain Advisors | 117k | $2.5M | 13% | Dec 2024 |
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| Kohmann Bosshard Financial Services | 113k | $2.4M | -5% | Dec 2024 |
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| Sagace Wealth Management | 110k | $2.3M | 100% | Dec 2024 |
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| Fairview Capital Investment Management | 109k | $2.3M | 1% | Dec 2024 |
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| Advisor Group Holdings | 108k | $2.4M | 5% | Dec 2024 |
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| JMG Financial Group | 108k | $2.3M | -2% | Dec 2024 |
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| Johnson Financial | 106k | $2.2M | 32% | Dec 2024 |
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| Koss-Olinger Consulting | 106k | $2.2M | 0% | Dec 2024 |
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| Citadel Advisors | 102k | $2.2M | 239% | Dec 2024 |
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| Brio Consultants | 102k | $2.2M | 1% | Dec 2024 |
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| Ballast Advisors | 101k | $2.1M | 6% | Dec 2024 |
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| Madden Advisory Services | 101k | $2.1M | 3% | Dec 2024 |
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| Alaska Retirement Management Board | 101k | $2.1M | 198% | Dec 2024 |
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| Yale Capital Corp. | 100k | $2.1M | 3% | Dec 2024 |
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| Awm Capital | 99k | $2.1M | 0% | Dec 2024 |
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| Gyl Financial Synergies | 97k | $2.2M | 0% | Sep 2024 |
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| H D Vest Advisory Services | 97k | $2.0M | 5% | Dec 2024 |
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| Patriot Investment Management | 96k | $2.0M | -3% | Dec 2024 |
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| Guardian Financial Partners | 93k | $2.0M | 18% | Dec 2024 |
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| Geneos Wealth Management | 92k | $1.9M | 0% | Dec 2024 |
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| Davis Capital Management | 92k | $1.9M | -2% | Dec 2024 |
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| HHM Wealth Advisors | 91k | $1.9M | 4% | Dec 2024 |
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| MAI Wealth Advisors | 91k | $1.9M | 26% | Dec 2024 |
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| Modera Wealth Management | 89k | $1.9M | -1% | Dec 2024 |
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| Asset Allocation Strategies | 85k | $2.0M | 382% | Sep 2024 |
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| Cresset Asset Management | 85k | $1.8M | 0% | Dec 2024 |
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| Waypoint Capital Advisors | 83k | $1.9M | -7% | Sep 2024 |
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| Peterson Wealth Advisors | 81k | $1.7M | -4% | Dec 2024 |
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| Landmark Wealth Management | 81k | $1.7M | 3% | Dec 2024 |
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| Rockbridge Investment Management, LCC | 80k | $1.7M | -20% | Dec 2024 |
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| Peloton Wealth Strategists | 79k | $1.7M | -1% | Dec 2024 |
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| Rsm Us Wealth Management | 79k | $1.7M | -8% | Dec 2024 |
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| APCM Wealth Management for Individuals | 79k | $1.7M | 30% | Dec 2024 |
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| Jpmorgan Chase & Co | 78k | $1.6M | 2% | Dec 2024 |
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| Resources Investment Advisors | 78k | $1.6M | 0% | Dec 2024 |
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| Susquehanna International | 78k | $1.6M | 2% | Dec 2024 |
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| FC Advisory | 77k | $1.6M | 5% | Dec 2024 |
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| Atlas Capital Advisors | 76k | $1.6M | -51% | Dec 2024 |
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| We Are One Seven | 75k | $1.6M | 13% | Dec 2024 |
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| Vivaldi Capital Management | 75k | $1.6M | 7% | Dec 2024 |
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| Braun-Bostich & Associates | 73k | $1.5M | 1% | Dec 2024 |
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| Independent Solutions Wealth Management | 72k | $1.5M | -12% | Dec 2024 |
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| Trillium Asset Management Corporation | 68k | $1.4M | 9% | Dec 2024 |
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| IFG Advisors | 66k | $1.4M | 0% | Dec 2024 |
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| ValMark Advisers | 65k | $1.4M | 1% | Dec 2024 |
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| Beacon Pointe Advisors | 64k | $1.3M | -1% | Dec 2024 |
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| SeaCrest Wealth Management | 63k | $1.3M | -5% | Dec 2024 |
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| Chicago Partners Investment | 62k | $1.3M | -2% | Dec 2024 |
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| Apollon Financial | 60k | $1.3M | 15% | Dec 2024 |
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| Empower Advisory Group | 58k | $1.2M | 14% | Dec 2024 |
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| Clearview Wealth Advisors | 58k | $1.2M | 0% | Dec 2024 |
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| Greenleaf Trust | 57k | $1.2M | 0% | Dec 2024 |
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| Royal Bank of Canada | 53k | $0 | -76% | Dec 2024 |
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| REDW Stanley Financial Advisors | 46k | $972k | -35% | Dec 2024 |
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| Branch Banking & Trust Company | 28k | $593k | -61% | Dec 2024 |
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| Stableford Capital Ii | 20k | $423k | -68% | Dec 2024 |
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| Wealthfront Advisers | 18k | $11M | -97% | Dec 2024 |
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| POM Investment Strategies | 6.3k | $134k | -99% | Dec 2024 |
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Who sold out of Schwab Strategic Tr us reit etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Q3 Asset Management | Jun 2024 | 530k | $11M |
| Boothbay Fund Management | Sep 2024 | 63k | $1.5M |
| GAMCO Asset Management | Sep 2024 | 61k | $1.4M |