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 Actions
Financial Engines Advisors L.L.C 60M $1.4B 0% Jun 2026
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Northwestern Mutual Wealth Management Company 50M $1.2B 558% Jun 2026
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Us Bancorp 34M $813M 100% Jun 2026
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FMR 25M $586M -2% Jun 2026
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Creative Planning 20M $466M -3% Jun 2026
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Envestnet Asset Management 12M $278M 6% Jun 2026
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Dumac 7.9M $188M 0% Jun 2026
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Two Sigma Investments 3.2M $76M -73% Jun 2026
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HPM Partners 2.7M $65M 2% Jun 2026
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Benjamin Edwards 2.2M $53M 6% Jun 2026
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Ameriprise Financial 2.2M $52M 7% Jun 2026
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Mason Street Advisors 2.2M $51M 31% Jun 2026
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Elm Partners Management 1.9M $46M 93% Jun 2026
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Charles Schwab Trust 1.5M $33M -1% Sep 2026
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Huntington Asset Advisors 1.4M $32M 12% Jun 2026
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Moneta Group Investment Advisors 1.1M $26M 4% Jun 2026
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M^T Bank Corporation 1.0M $25M 0% Jun 2026
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Hantz Financial Services 975k $23M 5% Jun 2026
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Manning & Napier Advisors 963k $23M 36% Jun 2026
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Foster & Motley 945k $22M -5% Jun 2026
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Invesco 945k $22M 42% Jun 2026
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Pioneer Wealth Management Group 929k $21M 5% Sep 2026
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BlackRock 874k $21M -25% Jun 2026
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ZynergyRetirementPlanning 860k $19M 5% Sep 2026
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Betterment 795k $19M 0% Jun 2026
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Warren Averett Asset Management 771k $18M 3% Jun 2026
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Principal Securities 733k $17M 8% Jun 2026
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Morningstar Investment Management 705k $15M 0% Jun 2026
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Beacon Pointe Advisors 625k $15M 2% Jun 2026
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D. E. Shaw & Co 596k $14M 430% Jun 2026
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Tortoise Investment Management 571k $14M 2% Jun 2026
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Krilogy Financial 538k $12M 2% Sep 2026
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Courage Miller Partners 521k $12M 0% Sep 2026
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LPL Financial 520k $12M 41% Jun 2026
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Pnc Financial Services 503k $12M -3% Jun 2026
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Strategic Financial Planning 499k $12M 100% Jun 2026
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Firestone Capital Management 492k $12M 3% Jun 2026
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Jones Financial Companies, L.L 479k $12M 26% Jun 2026
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Assetmark 466k $10M 1% Sep 2026
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Wealthfront Advisers 429k $10M 8% Jun 2026
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Waterford Advisors 429k $9.9M 7% Jun 2026
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Vise Technologies 424k $10M 1% Jun 2026
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Mariner Wealth Advisors 423k $10M 6% Jun 2026
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Nelson, Van Denburg & Campbell Wealth Management 410k $9.0M 2% Sep 2026
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Wealth Management Resources 407k $9.6M 0% Jun 2026
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Colony 395k $9.4M 10% Jun 2026
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Jackson Thornton Asset Management 394k $9.3M -1% Jun 2026
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Flow Traders US 383k $9.1M 100% Jun 2026
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Wells Fargo & Company 354k $8.4M -1% Jun 2026
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Vista Capital Partners 350k $8.3M 1% Jun 2026
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Amicus Financial Advisors 348k $8.2M -2% Jun 2026
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Advisor Group Holdings 344k $8.1M 8% Jun 2026
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Rockefeller Capital Management 343k $8.1M -3% Jun 2026
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National Bank Of Canada /fi/ 337k $8.0M -6% Jun 2026
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Neuberger Berman Group 332k $7.9M 0% Jun 2026
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Passive Capital Management 300k $6.3M -4% Jun 2026
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Ubs Global Asset Management Americas 294k $7.0M 0% Jun 2026
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Upper Left Wealth Management 288k $6.8M 3% Jun 2026
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Bnp Paribas Arbitrage, Snc 284k $6.7M -5% Jun 2026
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Bank of America Corporation 283k $6.7M 14% Jun 2026
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White & Co Financial Planning 281k $6.7M 1% Jun 2026
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WealthCollab 262k $6.2M 0% Jun 2026
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UBS Group 254k $6.0M -48% Jun 2026
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Asset Allocation Strategies 253k $6.0M 2% Jun 2026
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CoreCap Advisors 252k $5.5M -12% Sep 2026
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Williams Financial 246k $5.4M 2% Sep 2026
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Stanich Group 245k $5.8M 8% Jun 2026
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Yale Capital Corp. 241k $5.7M -5% Jun 2026
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Cypress Point Wealth Management 240k $5.7M 4% Jun 2026
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Zrc Wealth Management 235k $5.2M 0% Sep 2026
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Appleton Partners 234k $5.5M 2% Jun 2026
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Frisco Financial Planning 233k $5.1M 0% Sep 2026
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Pure Financial Advisors 222k $5.2M 0% Jun 2026
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Good Steward Wealth Advisors 217k $5.1M 0% Jun 2026
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Smith, Moore & Co. 211k $5.0M 2% Jun 2026
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Baird Financial 210k $5.0M 1% Jun 2026
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HighTower Advisors 209k $5.0M 2% Jun 2026
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Wealth Enhancement Advisory Services 208k $4.6M 3% Sep 2026
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Fiduciary Alliance 204k $4.5M 2% Sep 2026
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Perigon Wealth Management 200k $4.4M 4% Sep 2026
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Almitas Capital 199k $4.7M 100% Jun 2026
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Cetera Investment Advisers 191k $4.5M 0% Jun 2026
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Farther Finance Advisors 188k $4.1M 97% Sep 2026
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Quadrature Capital 186k $4.4M 602% Jun 2026
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Omega Financial Group 179k $4.2M -1% Jun 2026
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Raymond James Financial 170k $4.0M 18% Jun 2026
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Moisand Fitzgerald Tamayo 165k $3.6M -2% Sep 2026
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SWS Partners 165k $3.9M 0% Jun 2026
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Rooted Wealth Advisors 164k $3.9M 6% Jun 2026
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Brooklyn FI 161k $3.9M 3% Jun 2026
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Sanders Morris Harris 161k $3.6M 100% Sep 2026
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Tower Research Capital 159k $3.8M -44% Jun 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 158k $3.7M -3% Jun 2026
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Flatrock Wealth Partners 157k $3.7M 6% Jun 2026
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Alaska Retirement Management Board 155k $3.4M 228% Sep 2026
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Hartland & Co 150k $3.6M 0% Jun 2026
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LifePlan Investment Advisors 149k $3.5M 100% Jun 2026
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Bestgate Wealth Advisors 143k $3.1M 163% Sep 2026
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Mercer Global Advisors 136k $3.2M 30% Jun 2026
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CIBC Bancorp USA 130k $3.1M 14% Jun 2026
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Plan 128k $3.1M 100% Jun 2026
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JMG Financial Group 125k $3.0M 14% Jun 2026
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Renaissance Technologies 125k $3.0M 100% Jun 2026
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Ballast Advisors 124k $2.9M -1% Jun 2026
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Guardian Financial Partners 123k $2.9M 0% Jun 2026
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Glassy Mountain Advisors 122k $2.9M 0% Jun 2026
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CLS Investments 120k $2.8M -29% Jun 2026
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Sagace Wealth Management 120k $2.8M -3% Jun 2026
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Landmark Wealth Management 119k $2.8M 3% Jun 2026
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Brand Asset Management Group 116k $2.7M -3% Jun 2026
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Midwest Trust 111k $2.5M 6% Sep 2026
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Davis Capital Management 111k $2.4M 7% Sep 2026
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APCM Wealth Management for Individuals 108k $2.5M 6% Jun 2026
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Madden Advisory Services 108k $2.5M -1% Jun 2026
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Koss-Olinger Consulting 107k $2.5M 1% Jun 2026
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Black Diamond Financial 105k $2.5M 1% Jun 2026
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Ramiah Investment Group 104k $2.5M 1% Jun 2026
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Hrt Financial 103k $2.4M -8% Jun 2026
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We Are One Seven 103k $2.4M -1% Jun 2026
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Brio Consultants 103k $2.4M 3% Jun 2026
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Summit Financial 102k $2.4M 7% Jun 2026
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Hexagon Capital Partners 102k $2.4M 12% Jun 2026
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Schoolcraft Capital 102k $2.2M -2% Sep 2026
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Wrenne Financial Planning 100k $2.4M 3% Jun 2026
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Gotham Asset Management 99k $2.3M 0% Jun 2026
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Stockman Asset Management 98k $2.3M 7% Jun 2026
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Awm Capital 97k $2.3M 0% Jun 2026
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Epiq Partners 97k $2.1M -1% Sep 2026
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Cambridge Investment Research Advisors 95k $2.3M 80% Jun 2026
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Mml Investors Services 92k $2.2M 84% Jun 2026
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Geneos Wealth Management 90k $2.1M 0% Jun 2026
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FC Advisory 89k $2.0M -8% Sep 2026
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Kohmann Bosshard Financial Services 88k $2.1M 3% Jun 2026
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Patriot Investment Management 87k $1.9M 0% Sep 2026
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Apollon Wealth Management 85k $1.9M -6% Sep 2026
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EP Wealth Advisors 85k $2.0M -3% Jun 2026
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Jpmorgan Chase & Co 82k $2.0M 100% Jun 2026
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Hillcrest Wealth Advisors - NY 80k $1.8M 46% Sep 2026
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Independent Solutions Wealth Management 80k $1.9M 0% Jun 2026
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Cascade Financial Partners 79k $1.9M -10% Jun 2026
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Stifel Financial 78k $1.9M 1% Jun 2026
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Cape Investment Advisory 77k $1.7M -1% Sep 2026
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Carter Financial Group 77k $1.8M 3% Jun 2026
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Csenge Advisory Group 76k $1.8M 27% Jun 2026
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Braun-Bostich & Associates 75k $1.6M 1% Sep 2026
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IFP Advisors 73k $1.6M 13% Sep 2026
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Nations Financial Group 73k $1.7M 6% Jun 2026
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MAI Wealth Advisors 73k $1.7M 4% Jun 2026
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BlueSky Wealth Advisors 72k $1.7M -37% Jun 2026
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Bleakley Financial Group 70k $1.7M -26% Jun 2026
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Tempus Wealth Planning 69k $1.5M -5% Sep 2026
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SGL Investment Advisors 69k $1.6M -37% Jun 2026
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Johnson Financial 64k $1.5M -36% Jun 2026
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Wealthcare Advisory Partners 49k $1.1M -64% Sep 2026
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Kingswood Wealth Advisors 20k $448k -76% Sep 2026
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Point72 Asset Management 13k $298k -83% Jun 2026
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Who sold out of Schwab Strategic Tr us reit etf?

Fund or Company Name Date Sold Shares Held Valued At
Tudor Investment Corporation Mar 2026 161k $3.5M
Barclays Mar 2026 118k $2.5M
Vivaldi Capital Management Mar 2026 111k $2.4M
Y-Intercept Jun 2026 88k $2.1M