Who owns Schwab Strategic Tr us reit etf?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Charles Schwab Investment Advisory 48M $1.2B 103% Mar 2022
Financial Engines Advisors L.L.C 34M $713M -2% Jun 2022
Creative Planning 30M $638M 6% Jun 2022
Charles Schwab Investment Management 18M $455M 142% Mar 2022
Us Bancorp 18M $374M 1% Jun 2022
FMR 7.1M $150M 9% Jun 2022
Envestnet Asset Management 6.1M $129M -3% Jun 2022
Huntington Asset Advisors 3.5M $74M -1% Jun 2022
Pnc Financial Services 3.1M $66M 3% Jun 2022
Moneta Group Investment Advisors 2.7M $66M 107% Mar 2022
Matrix Trust 1.9M $41M -4% Jun 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Schwab Strategic Tr us reit etf?

Healthcare Of Ontario Pension Plan Trust Fund 1.4M $30M 0% Jun 2022
Northwestern Mutual Wealth Management Company 1.1M $24M 166% Jun 2022
Bluestem Financial Advisors 1.1M $26k 5377% Jun 2022
M^T Bank Corporation 913k $19M 11% Jun 2022
Foster & Motley 861k $18M 7% Jun 2022
Millburn Ridgefield 771k $16M 34% Jun 2022
Catalyst Capital Advisors 754k $16M 33% Jun 2022
Moisand Fitzgerald Tamayo 740k $16M 68% Jun 2022
Benjamin F. Edwards & Company 653k $14M 4% Jun 2022
Wealthfront Advisers 605k $13M 18% Jun 2022
BlueSky Wealth Advisors 594k $13M -6% Jun 2022
Northwest Quadrant Wealth Management 588k $13M 2% Jun 2022
Elm Partners Management 510k $11M 0% Jun 2022
Lake Street Advisors Group 508k $11M 9% Jun 2022
HPM Partners 506k $11M 175% Jun 2022
Bangor Savings Bank 466k $12M 101% Mar 2022
Wells Fargo & Company 464k $9.8M 2% Jun 2022
Fund Evaluation Group 450k $9.5M 0% Jun 2022
Tradewinds Capital Management 441k $9.3M -72% Jun 2022
Betterment 413k $8.7M 8% Jun 2022
Mariner Wealth Advisors 379k $9.4M 152% Mar 2022
Oak Asset Management 373k $7.9M 100% Jun 2022
Courage Miller Partners 373k $7.9M 0% Jun 2022
Firestone Capital Management 353k $7.4M 4% Jun 2022
National Bank Of Canada /fi/ 342k $7.2M 0% Jun 2022
Jefferies Group 318k $7.9M 100% Mar 2022
Krilogy Financial 316k $6.7M 12% Jun 2022
LPL Financial 314k $6.6M 43% Jun 2022
Strategic Financial Planning 312k $6.6M -1% Jun 2022
UBS Group 309k $6.5M 9% Jun 2022
Omega Financial Group 302k $6.4M -1% Jun 2022
Jones Financial Companies, L.L 302k $6.5M -94% Jun 2022
Ubs Global Asset Management Americas 300k $6.3M 49% Jun 2022
Eagle Global Advisors 297k $6.3M -1% Jun 2022
Vise Technologies 272k $5.7M 60% Jun 2022
JMG Financial Group 269k $5.7M 39% Jun 2022
Wealth Management Resources 264k $5.6M 1% Jun 2022
Cornerstone Wealth Advisors 236k $5.0M 9% Jun 2022
Sensible Financial Planning & Management 226k $4.8M 2% Jun 2022
Capital Insight Partners 222k $4.7M -3% Jun 2022
Charles Schwab Trust 222k $4.7M 5% Jun 2022
Gunma Bank 221k $4.7M 75% Jun 2022
Advisor Group Holdings 204k $4.3M 6% Jun 2022
Apollon Wealth Management 198k $4.2M -9% Jun 2022
HBK Sorce Advisory 187k $4.6M 93% Mar 2022
Bank of New York Mellon 186k $4.6M 55% Mar 2022
Cypress Point Wealth Management 178k $3.8M 5% Jun 2022
Pathstone Family Office 177k $4.4M 100% Mar 2022
Financial Network Investment Corporation 177k $3.7M 777% Jun 2022
Interactive Financial Advisors 163k $3.5M 80% Jun 2022
Bnp Paribas Arbitrage, Snc 162k $3.4M -34% Jun 2022
Appleton Partners 162k $3.4M 2% Jun 2022
Ameriprise Financial 161k $4.0M 104% Mar 2022
Geneos Wealth Management 151k $3.2M 0% Jun 2022
Upper Left Wealth Management 150k $3.2M -2% Jun 2022
Financial Counselors 145k $3.0M 0% Jun 2022
Goldman Sachs Group 144k $3.0M 2% Jun 2022
Branch Banking & Trust Company 144k $3.0M 7% Jun 2022
Nelson, Van Denburg & Campbell Wealth Management 142k $3.0M 4% Jun 2022
Morgan Stanley 140k $3.2M 100% Mar 2022
Congress Wealth Management LLC / DE / 139k $2.9M 3% Jun 2022
Bank of America Corporation 138k $2.9M 100% Jun 2022
Stifel Financial 137k $3.4M 98% Mar 2022
HighTower Advisors 133k $2.8M 10% Jun 2022
Smith, Moore & Co. 132k $2.8M -7% Jun 2022
Patriot Investment Management 128k $2.7M 31% Jun 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 125k $2.6M 53% Jun 2022
WT Wealth Management 124k $2.6M -22% Jun 2022
Stratos Wealth Advisors 120k $2.5M -14% Jun 2022
Marshall Financial Group 114k $2.4M -2% Jun 2022
Procyon Private Wealth Partners 114k $2.4M 100% Jun 2022
Awm Capital 111k $2.3M 0% Jun 2022
CX Institutional 110k $2.3M -16% Jun 2022
AE Wealth Management 109k $2.3M -38% Jun 2022
Mercer Global Advisors 108k $2.3M -15% Jun 2022
Fairview Capital Investment Management 105k $2.2M 4% Jun 2022
Jackson Creek Investment Advisors 103k $2.4M 1% Jun 2022
Vista Capital Partners 96k $2.0M 30% Jun 2022
Waypoint Capital Advisors 95k $2.0M 100% Jun 2022
REDW Stanley Financial Advisors 92k $1.9M -3% Jun 2022
Gradient Capital Advisors 92k $1.9M -30% Jun 2022
Curi Wealth Management 91k $1.9M 12% Jun 2022
Private Advisor 90k $1.9M -1% Jun 2022
Madden Advisory Services 87k $1.8M 5% Jun 2022
Cambridge Investment Research Advisors 86k $1.8M -45% Jun 2022
Jane Street 82k $1.7M 100% Jun 2022
Mml Investors Services 81k $1.7M -9% Jun 2022
Ballast Advisors 77k $1.6M 2% Jun 2022
Blueprint Investment Partners 75k $1.6M -38% Jun 2022
Phocas Financial 72k $1.5M 1% Jun 2022
Personal Capital Advisors 71k $1.5M 3% Jun 2022
Fifth Third Securities 71k $1.5M 100% Jun 2022
Chicago Partners Investment 71k $1.6M 5% Jun 2022
MAI Wealth Advisors 71k $1.5M 1% Jun 2022
IFG Advisors 71k $1.5M -3% Jun 2022
Atlas Capital Advisors 69k $1.4M -37% Jun 2022
Curtis Advisory Group 68k $1.4M -8% Jun 2022
Citadel Advisors 66k $1.4M 426% Jun 2022
Perigon Wealth Management 64k $1.4M 6% Jun 2022
Fortress Wealth Management 63k $1.3M -55% Jun 2022
Trillium Asset Management Corporation 63k $1.3M 0% Jun 2022
Wilbanks Smith & Thomas Asset Management 63k $1.3M 8% Jun 2022
SeaCrest Wealth Management 63k $1.3M -14% Jun 2022
Pure Financial Advisors 62k $1.3M 13% Jun 2022
Alesco Advisors 61k $1.5M 111% Mar 2022
Platte River Wealth Advisors 60k $1.3M 26% Jun 2022
Mission Wealth Management 60k $1.3M -3% Jun 2022
Commonwealth Equity Services 59k $1.2M 1% Jun 2022
BCS Wealth Management 59k $1.2M 5% Jun 2022
Sculati Wealth Management 59k $1.2M -6% Jun 2022
Lederer & Associates Investment Counsel 57k $1.2M -2% Jun 2022
Wagner Bowman Management 57k $1.2M 21% Jun 2022
Resources Investment Advisors 57k $1.2M 1% Jun 2022
Natixis Asset Management Advisors 57k $1.2M -15% Jun 2022
Baldrige Asset Management 55k $1.2M 12% Jun 2022
Camden Capital 55k $1.2M 18% Jun 2022
Curbstone Financial Management 54k $1.1M 0% Jun 2022
Greenleaf Trust 54k $1.1M 33% Jun 2022
Truepoint 54k $1.1M 3% Jun 2022
Kohmann Bosshard Financial Services 51k $1.1M 16% Jun 2022
FC Advisory 51k $1.1M 14% Jun 2022
ValMark Advisers 51k $1.1M -1% Jun 2022
H D Vest Advisory Services 50k $1.1M 20% Jun 2022
Bridgeworth 50k $1.1M -1% Jun 2022
Jpmorgan Chase & Co 49k $1.0M 6% Jun 2022
Fiduciary Trust Company 49k $1.0M 1% Jun 2022
APCM Wealth Management for Individuals 49k $1.0M -3% Jun 2022
Whelan Financial 48k $1.0M 175% Jun 2022
Coconut Grove Bank 48k $1.0M -31% Jun 2022
Roundview Capital 47k $992k 7% Jun 2022
Raymond James Financial Services Advisors 46k $969k 45% Jun 2022
Susquehanna International 46k $1.1M -28% Mar 2022
HHM Wealth Advisors 46k $963k 0% Jun 2022
Renaissance Technologies 45k $953k 100% Jun 2022
Rainsberger Wealth Advisors 45k $951k -14% Jun 2022
Means Investment 44k $932k 121% Jun 2022
Black Diamond Financial 44k $921k -15% Jun 2022
Milestone Group 43k $1.1M 49% Mar 2022
Walkner Condon Financial Advisors 41k $874k 23% Jun 2022
SigFig Wealth Management 39k $891k -15% Jun 2022
Lutz Financial Services 39k $824k -41% Jun 2022
Stokes Capital Advisors 39k $819k -23% Jun 2022
United Capital Financial Advisers 37k $776k -13% Jun 2022
Cordant 35k $728k -26% Jun 2022
Spinnaker Investment Group 34k $720k -45% Jun 2022
B&D White Capital Company 26k $554k -87% Jun 2022
David R. Rahn Inc. dba Avalon Capital Management 22k $464k -94% Jun 2022
Advisory Services & Investments 17k $358k -87% Jun 2022
HAP Trading 15k $310k -69% Jun 2022
Worth Asset Management 2.3k $0 -98% Jun 2022

Who sold out of Schwab Strategic Tr us reit etf?

Fund or Company Name Date Sold Shares Held Valued At
Aries Wealth Management Mar 2022 307k $7.6M
BCJ Capital Management Mar 2022 221k $5.5M
Ironsides Asset Advisors Mar 2022 184k $4.6M
Centric Wealth Management Mar 2022 97k $2.4M
Centaurus Financial Mar 2022 78k $1.9M
Landmark Wealth Management Mar 2022 59k $1.5M