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 Management | 85M | $1.7B | 210% | Jun 2024 |
|
| Financial Engines Advisors L.L.C | 51M | $1.0B | 100% | Mar 2024 |
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| Us Bancorp | 27M | $545M | 5% | Jun 2024 |
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| Creative Planning | 27M | $544M | -4% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 7.7M | $154M | -2% | Jun 2024 |
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| Envestnet Portfolio Solutions | 6.8M | $137M | 8% | Jun 2024 |
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| BlackRock | 3.7M | $73M | -18% | Jun 2024 |
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| HPM Partners | 2.9M | $57M | 4% | Jun 2024 |
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| Huntington Asset Advisors | 1.7M | $35M | -16% | Jun 2024 |
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| Mason Street Advisors | 1.7M | $35M | 100% | Jun 2024 |
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| Ameriprise Financial | 1.5M | $31M | 100% | Mar 2024 |
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| Hantz Financial Services | 1.2M | $24M | -9% | Jun 2024 |
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| Moneta Group Investment Advisors | 1.1M | $23M | -20% | Jun 2024 |
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| Charles Schwab Trust | 1.1M | $21M | 6% | Jun 2024 |
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| Apollon Wealth Management | 1.0M | $21M | 10% | Jun 2024 |
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| Pnc Financial Services | 986k | $20M | -8% | Jun 2024 |
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| M^T Bank Corporation | 934k | $19M | 0% | Jun 2024 |
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| Foster & Motley | 918k | $18M | 2% | Jun 2024 |
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| Benjamin F. Edwards & Company | 834k | $17M | -1% | Jun 2024 |
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| BlueSky Wealth Advisors | 801k | $16M | 100% | Jun 2024 |
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| UBS Group | 700k | $14M | -2% | Mar 2024 |
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| ZynergyRetirementPlanning | 678k | $14M | 100% | Jun 2024 |
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| Elm Partners Management | 668k | $13M | 273% | Jun 2024 |
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| Wealthfront Advisers | 652k | $13M | 6% | Jun 2024 |
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| Betterment | 558k | $11M | 12% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 531k | $11M | -21% | Jun 2024 |
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| Q3 Asset Management | 530k | $11M | 100% | Jun 2024 |
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| Tortoise Investment Management | 500k | $10M | -2% | Jun 2024 |
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| Pioneer Wealth Management Group | 490k | $9.8M | 10% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 484k | $9.7M | 4% | Jun 2024 |
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| Jackson Thornton Asset Management | 470k | $9.4M | 1% | Jun 2024 |
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| Mariner Wealth Advisors | 459k | $9.2M | -11% | Jun 2024 |
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| Courage Miller Partners | 453k | $9.0M | 0% | Jun 2024 |
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| Fund Evaluation Group | 450k | $9.0M | 0% | Jun 2024 |
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| Firestone Capital Management | 424k | $8.5M | 4% | Jun 2024 |
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| Envestnet Asset Management | 411k | $8.2M | 9% | Jun 2024 |
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| Strategic Financial Planning | 404k | $8.1M | 3% | Jun 2024 |
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| National Bank Of Canada /fi/ | 393k | $7.7M | 0% | Jun 2024 |
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| Rockefeller Capital Management | 386k | $7.7M | -2% | Jun 2024 |
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| Wealth Management Resources | 381k | $7.6M | 4% | Jun 2024 |
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| Vise Technologies | 377k | $7.5M | 11% | Jun 2024 |
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| Wells Fargo & Company | 357k | $7.1M | -6% | Jun 2024 |
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| Krilogy Financial | 353k | $7.0M | 2% | Jun 2024 |
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| Ubs Global Asset Management Americas | 351k | $7.1M | 0% | Mar 2024 |
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| Sensible Financial Planning & Management | 347k | $6.9M | 5% | Jun 2024 |
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| Brown Wealth Management | 334k | $6.7M | 14% | Jun 2024 |
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| Townsquare Capital | 309k | $6.3M | 2766% | Mar 2024 |
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| Morgan Stanley | 290k | $5.8M | 32% | Jun 2024 |
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| LPL Financial | 278k | $5.6M | -34% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 270k | $5.4M | 6% | Jun 2024 |
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| Omega Financial Group | 268k | $5.4M | -3% | Jun 2024 |
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| Stratos Wealth Advisors | 263k | $5.3M | 0% | Jun 2024 |
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| Lake Street Advisors Group | 245k | $4.9M | -66% | Jun 2024 |
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| Moisand Fitzgerald Tamayo | 241k | $4.8M | -81% | Jun 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 240k | $4.8M | 1% | Jun 2024 |
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| WealthCollab | 233k | $4.7M | 0% | Jun 2024 |
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| Raymond James Financial Services Advisors | 230k | $4.6M | 2% | Jun 2024 |
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| Goldman Sachs Group | 219k | $4.4M | -33% | Jun 2024 |
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| Jones Financial Companies, L.L | 211k | $4.3M | -2% | Mar 2024 |
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| Appleton Partners | 201k | $4.0M | 1% | Jun 2024 |
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| Cetera Investment Advisers | 197k | $3.9M | 0% | Jun 2024 |
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| Upper Left Wealth Management | 192k | $3.8M | 6% | Jun 2024 |
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| Pure Financial Advisors | 187k | $3.7M | 2% | Jun 2024 |
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| HighTower Advisors | 180k | $3.6M | 12% | Jun 2024 |
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| Zrc Wealth Management | 178k | $3.6M | 9% | Jun 2024 |
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| D. E. Shaw & Co | 175k | $3.5M | -20% | Jun 2024 |
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| Baird Financial | 172k | $3.5M | -14% | Mar 2024 |
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| Colony | 172k | $3.4M | 123% | Jun 2024 |
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| Marshall Financial Group | 163k | $3.3M | 1% | Jun 2024 |
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| Vista Capital Partners | 163k | $3.2M | -15% | Jun 2024 |
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| Fiduciary Alliance | 160k | $3.2M | 7% | Jun 2024 |
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| Bank of America Corporation | 154k | $3.1M | 76% | Jun 2024 |
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| Congress Wealth Management LLC / DE / | 150k | $3.0M | 4% | Mar 2024 |
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| Financial Counselors | 144k | $2.9M | -1% | Jun 2024 |
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| Cibc World Markets | 143k | $2.8M | -10% | Jun 2024 |
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| Jackson Creek Investment Advisors | 142k | $2.8M | 10% | Jun 2024 |
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| Rockbridge Investment Management, LCC | 141k | $2.8M | -8% | Jun 2024 |
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| Schoolcraft Capital | 140k | $2.8M | 6% | Jun 2024 |
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| SWS Partners | 135k | $2.7M | 3% | Jun 2024 |
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| Cascade Financial Partners | 133k | $2.6M | 100% | Jun 2024 |
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| Smith, Moore & Co. | 131k | $2.6M | -1% | Jun 2024 |
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| Cypress Point Wealth Management | 131k | $2.6M | 2% | Jun 2024 |
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| JMG Financial Group | 128k | $2.6M | -1% | Jun 2024 |
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| Pacific Capital Wealth Advisors | 124k | $2.5M | 15% | Jun 2024 |
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| Brooklyn FI | 122k | $2.4M | 0% | Jun 2024 |
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| Kohmann Bosshard Financial Services | 119k | $2.4M | -6% | Jun 2024 |
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| Perigon Wealth Management | 116k | $2.3M | -4% | Jun 2024 |
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| Mercer Global Advisors | 112k | $2.2M | 34% | Jun 2024 |
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| Fairview Capital Investment Management | 108k | $2.2M | -2% | Jun 2024 |
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| Branch Banking & Trust Company | 108k | $2.1M | -8% | Jun 2024 |
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| Koss-Olinger Consulting | 106k | $2.1M | 100% | Jun 2024 |
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| Brio Consultants | 103k | $2.1M | -1% | Jun 2024 |
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| Geneos Wealth Management | 102k | $2.0M | 1% | Jun 2024 |
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| H D Vest Advisory Services | 100k | $2.0M | 35% | Jun 2024 |
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| Patriot Investment Management | 100k | $2.0M | 3% | Jun 2024 |
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| Glassy Mountain Advisors | 100k | $2.0M | 1% | Jun 2024 |
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| Awm Capital | 99k | $2.0M | -3% | Jun 2024 |
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| Yale Capital Corp. | 98k | $2.0M | 100% | Mar 2024 |
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| Gyl Financial Synergies | 97k | $1.9M | -13% | Jun 2024 |
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| Ballast Advisors | 96k | $1.9M | 5% | Jun 2024 |
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| Davis Capital Management | 95k | $1.9M | -1% | Jun 2024 |
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| Madden Advisory Services | 94k | $1.9M | 4% | Jun 2024 |
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| Royal Bank of Canada | 92k | $1.8M | 4% | Jun 2024 |
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| Advisor Group Holdings | 91k | $1.9M | 0% | Mar 2024 |
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| Wealthcare Advisory Partners | 91k | $1.8M | 7% | Jun 2024 |
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| Peterson Wealth Advisors | 90k | $1.8M | -5% | Jun 2024 |
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| Rsm Us Wealth Management | 89k | $1.8M | 13% | Jun 2024 |
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| Modera Wealth Management | 89k | $1.8M | -1% | Jun 2024 |
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| Waypoint Capital Advisors | 89k | $1.8M | -13% | Jun 2024 |
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| Millburn Ridgefield | 89k | $1.8M | 21% | Jun 2024 |
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| Cresset Asset Management | 87k | $1.8M | 0% | Mar 2024 |
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| Principal Securities | 87k | $1.7M | -7% | Jun 2024 |
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| HHM Wealth Advisors | 87k | $1.7M | -5% | Jun 2024 |
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| Black Diamond Financial | 83k | $1.7M | -4% | Jun 2024 |
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| Johnson Financial | 80k | $1.6M | -17% | Jun 2024 |
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| Resources Investment Advisors | 80k | $1.6M | 17% | Jun 2024 |
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| Atlas Capital Advisors | 78k | $1.6M | -18% | Jun 2024 |
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| Braun-Bostich & Associates | 77k | $1.5M | 62% | Jun 2024 |
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| Peloton Wealth Strategists | 76k | $1.5M | -1% | Jun 2024 |
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| Alaska Retirement Management Board | 75k | $1.5M | 0% | Jun 2024 |
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| FC Advisory | 74k | $1.5M | 3% | Jun 2024 |
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| MAI Wealth Advisors | 73k | $1.5M | 3% | Jun 2024 |
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| Guardian Financial Partners | 72k | $1.4M | 10% | Jun 2024 |
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| REDW Stanley Financial Advisors | 71k | $1.4M | 0% | Jun 2024 |
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| Trillium Asset Management Corporation | 71k | $1.4M | 12% | Mar 2024 |
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| Chicago Partners Investment | 70k | $1.5M | -8% | Jun 2024 |
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| Vivaldi Capital Management | 69k | $1.4M | -32% | Jun 2024 |
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| Susquehanna International | 68k | $1.4M | 32% | Jun 2024 |
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| IFG Advisors | 68k | $1.4M | -2% | Jun 2024 |
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| Beacon Pointe Advisors | 67k | $1.3M | 154% | Jun 2024 |
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| SeaCrest Wealth Management | 67k | $1.3M | 0% | Jun 2024 |
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| ValMark Advisers | 65k | $1.3M | 4% | Jun 2024 |
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| APCM Wealth Management for Individuals | 60k | $1.2M | -2% | Jun 2024 |
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| Alesco Advisors | 59k | $1.2M | 5% | Mar 2024 |
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| Greenleaf Trust | 58k | $1.2M | 0% | Jun 2024 |
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| Clearview Wealth Advisors | 56k | $1.1M | 100% | Jun 2024 |
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| Tempus Wealth Planning | 55k | $1.1M | 1% | Jun 2024 |
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| Becker Capital Management | 55k | $1.1M | 0% | Jun 2024 |
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| Apollon Financial | 54k | $1.1M | 8% | Jun 2024 |
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| Breakwater Investment Management | 54k | $1.1M | 5% | Jun 2024 |
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| Empower Advisory Group | 53k | $1.1M | -49% | Jun 2024 |
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| Curbstone Financial Management | 53k | $1.0M | -1% | Jun 2024 |
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| HBK Sorce Advisory | 52k | $1.0M | -5% | Jun 2024 |
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| Lederer & Associates Investment Counsel | 51k | $1.0M | 0% | Jun 2024 |
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| Hexagon Capital Partners | 51k | $1.0M | 4% | Jun 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 49k | $984k | 0% | Jun 2024 |
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| CI Private Wealth | 49k | $978k | -7% | Jun 2024 |
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| Capital Insight Partners | 46k | $925k | -6% | Jun 2024 |
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| Buckingham Asset Management | 46k | $912k | -10% | Jun 2024 |
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| Root Financial Partners | 46k | $908k | 1% | Jun 2024 |
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| Walkner Condon Financial Advisors | 46k | $908k | -3% | Jun 2024 |
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| Citadel Advisors | 43k | $863k | -84% | Jun 2024 |
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| Commonwealth Equity Services | 42k | $838k | -8% | Jun 2024 |
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| Bensler | 40k | $804k | -17% | Jun 2024 |
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| Private Advisor | 40k | $803k | -21% | Jun 2024 |
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| Engineers Gate Manager | 40k | $794k | -39% | Jun 2024 |
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| JFG Wealth Management | 36k | $709k | -43% | Jun 2024 |
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| Jpmorgan Chase & Co | 26k | $524k | -89% | Jun 2024 |
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| Prime Capital Investment Advisors | 24k | $481k | -82% | Jun 2024 |
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| Jane Street | 23k | $452k | -55% | Jun 2024 |
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| Honkamp Krueger Financial Services | 12k | $239k | -76% | Jun 2024 |
|
Who sold out of Schwab Strategic Tr us reit etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Advisory | Mar 2024 | 54M | $1.1B |
| Forum Financial Management | Mar 2024 | 186k | $3.8M |
| GSA Capital Partners | Mar 2024 | 96k | $2.0M |
| We Are One Seven | Mar 2024 | 84k | $1.7M |
| Landmark Wealth Management | Mar 2024 | 82k | $1.7M |
| Hrt Financial | Mar 2024 | 75k | $1.5M |
| AE Wealth Management | Mar 2024 | 61k | $1.2M |
| Renaissance Technologies | Mar 2024 | 60k | $1.2M |
| Curtis Advisory Group | Mar 2024 | 58k | $1.2M |
| SageView Advisory Group | Mar 2024 | 56k | $2.6M |
| BCS Wealth Management | Mar 2024 | 54k | $1.1M |