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
Financial Engines Advisors L.L.C 34M $630M 0% Sep 2022
Creative Planning 32M $600M 6% Sep 2022
Us Bancorp 19M $346M 4% Sep 2022
Envestnet Asset Management 6.2M $120M 0% Dec 2022
Pnc Financial Services 3.1M $59M 0% Sep 2022
Huntington Asset Advisors 2.3M $44M -26% Dec 2022
Matrix Trust 2.1M $40M 6% Dec 2022
Millburn Ridgefield 1.2M $24M 18% Dec 2022
FMR 1.2M $22M -84% Sep 2022
Catalyst Capital Advisors 1.1M $22M 13% Dec 2022
M^T Bank Corporation 913k $19M 0% Sep 2022

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Foster & Motley 889k $17M 3% Sep 2022
Moisand Fitzgerald Tamayo 815k $16M 5% Dec 2022
Charles Schwab Trust 768k $15M 123% Dec 2022
BlueSky Wealth Advisors 664k $13M 8% Dec 2022
Rockefeller Capital Management 538k $10M 64149% Sep 2022
Fund Evaluation Group 450k $8.4M 0% Sep 2022
Mariner Wealth Advisors 448k $8.4M 100% Sep 2022
Bangor Savings Bank 432k $8.3M -7% Dec 2022
LPL Financial 428k $8.2M 36% Dec 2022
Courage Miller Partners 385k $7.4M 4% Dec 2022
Gyl Financial Synergies 366k $7.1M 1402% Dec 2022
National Bank Of Canada /fi/ 358k $6.9M -1% Dec 2022
Firestone Capital Management 351k $6.6M 0% Sep 2022
Altfest L J & Co 343k $6.6M 1184% Dec 2022
Krilogy Financial 325k $6.1M 3% Sep 2022
UBS Group 310k $5.8M 0% Sep 2022
Wealth Management Resources 298k $5.7M 10% Dec 2022
Omega Financial Group 282k $5.3M -7% Sep 2022
Jones Financial Companies, L.L 282k $5.3M -7% Sep 2022
First National Corp 263k $5.1M 13% Dec 2022
Cornerstone Wealth Advisors 263k $5.1M 5% Dec 2022
Sensible Financial Planning & Management 252k $4.9M 5% Dec 2022
JMG Financial Group 251k $4.8M 12% Dec 2022
Gunma Bank 221k $4.3M 0% Dec 2022
Apollon Wealth Management 214k $4.0M 8% Sep 2022
Juncture Wealth Strategies 191k $3.6M 100% Sep 2022
Renaissance Technologies 186k $3.5M 312% Sep 2022
CX Institutional 184k $3.5M 45% Dec 2022
Vista Capital Partners 175k $3.4M 54% Dec 2022
Benjamin F. Edwards & Company 173k $3.3M -74% Dec 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 172k $3.3M 17% Dec 2022
Appleton Partners 167k $3.1M 3% Sep 2022
Cypress Point Wealth Management 164k $3.2M -6% Dec 2022
Procyon Private Wealth Partners 158k $3.0M 39% Sep 2022
Geneos Wealth Management 157k $3.0M 4% Dec 2022
Branch Banking & Trust Company 152k $2.8M 5% Sep 2022
Upper Left Wealth Management 151k $2.9M 0% Dec 2022
Nelson, Van Denburg & Campbell Wealth Management 150k $2.8M 6% Sep 2022
Stratos Wealth Advisors 144k $2.7M 20% Sep 2022
Financial Counselors 144k $2.7M 0% Sep 2022
Congress Wealth Management LLC / DE / 140k $2.7M 2% Dec 2022
HighTower Advisors 140k $2.6M 5% Sep 2022
Marshall Financial Group 131k $2.5M 15% Dec 2022
SWS Partners 124k $2.4M 2% Dec 2022
Kohmann Bosshard Financial Services 119k $2.3M 33% Dec 2022
JNBA Financial Advisors 118k $2.3M 192% Dec 2022
Jackson Creek Investment Advisors 118k $2.3M 10% Dec 2022
Patriot Investment Management 116k $2.2M -9% Sep 2022
WT Wealth Management 115k $2.1M -8% Sep 2022
Awm Capital 111k $2.2M 0% Sep 2022
FLC Capital Advisors 106k $2.1M 100% Dec 2022
Pure Financial Advisors 102k $2.0M 12% Dec 2022
Baird Financial 100k $1.9M 277% Sep 2022
Capital Insight Partners 95k $1.8M -55% Dec 2022
Mercer Global Advisors 95k $1.8M -12% Sep 2022
REDW Stanley Financial Advisors 92k $1.7M 0% Sep 2022
Peterson Wealth Advisors 91k $1.7M 63% Dec 2022
Cambridge Investment Research Advisors 88k $1.7M 2% Sep 2022
AE Wealth Management 88k $1.7M -27% Dec 2022
Madden Advisory Services 87k $1.6M 1% Sep 2022
Elm Partners Management 86k $1.7M -80% Dec 2022
Black Diamond Financial 86k $1.7M 65% Dec 2022
Private Advisor 86k $1.6M -4% Sep 2022
Atlas Capital Advisors 84k $1.6M 22% Sep 2022
Ballast Advisors 80k $1.6M 5% Dec 2022
Chicago Partners Investment 79k $1.5M 12% Sep 2022
Curi Wealth Management 78k $1.5M -17% Dec 2022
Jane Street 78k $1.5M -5% Sep 2022
IFG Advisors 78k $1.5M 10% Dec 2022
Personal Capital Advisors 76k $1.4M 7% Sep 2022
Curtis Advisory Group 74k $1.4M 15% Dec 2022
Fifth Third Securities 73k $1.4M 2% Dec 2022
Royal Bank of Canada 71k $1.3M 100% Sep 2022
Resources Investment Advisors 70k $1.3M 10% Dec 2022
Perigon Wealth Management 69k $1.3M 8% Sep 2022
FC Advisory 65k $1.3M 35% Dec 2022
Waypoint Capital Advisors 64k $1.2M 0% Dec 2022
MAI Wealth Advisors 63k $1.2M -11% Sep 2022
Trillium Asset Management Corporation 63k $1.2M 0% Dec 2022
SeaCrest Wealth Management 62k $1.2M 0% Sep 2022
APCM Wealth Management for Individuals 61k $1.2M 15% Dec 2022
Wagner Bowman Management 61k $1.1M 6% Sep 2022
Gradient Capital Advisors 60k $1.2M -6% Dec 2022
Gerber Kawasaki Wealth & Investment Management 59k $1.1M 100% Dec 2022
BCS Wealth Management 59k $1.1M 0% Dec 2022
Platte River Wealth Advisors 59k $1.1M 64% Dec 2022
H D Vest Advisory Services 58k $1.1M 16% Sep 2022
Natixis Asset Management Advisors 58k $1.1M 3% Dec 2022
Greenleaf Trust 58k $1.1M 7% Dec 2022
Commonwealth Equity Services 58k $1.1M -2% Dec 2022
Lederer & Associates Investment Counsel 58k $1.1M 0% Dec 2022
Alesco Advisors 57k $1.1M 100% Dec 2022
Sculati Wealth Management 57k $1.1M -4% Sep 2022
Landmark Wealth Management 56k $1.1M 7% Dec 2022
Curbstone Financial Management 54k $1.0M 0% Sep 2022
Mission Wealth Management 52k $993k -11% Dec 2022
Camden Capital 50k $943k -8% Sep 2022
WMS Partners 50k $966k 236% Dec 2022
Strategic Family Wealth Counselors 50k $961k 100% Dec 2022
Fiduciary Trust Company 49k $912k 0% Sep 2022
Roundview Capital 48k $890k 1% Sep 2022
Phocas Financial 47k $914k -40% Dec 2022
Hillcrest Wealth Advisors - NY 46k $884k 77% Dec 2022
HHM Wealth Advisors 46k $855k 0% Sep 2022
ValMark Advisers 46k $879k -10% Dec 2022
Bnp Paribas Arbitrage, Snc 45k $832k -73% Sep 2022
First Republic Investment Management 44k $823k 27% Sep 2022
Cordant 44k $847k 27% Dec 2022
Blueprint Investment Partners 43k $810k -43% Sep 2022
Coconut Grove Bank 43k $825k 12% Dec 2022
Captrust Financial Advisors 42k $801k 51% Sep 2022
Walkner Condon Financial Advisors 42k $818k -1% Dec 2022
Hanson McClain Advisors 42k $803k 1623% Dec 2022
HoyleCohen 41k $762k 1% Sep 2022
Whelan Financial 40k $774k 92% Dec 2022
Fortress Wealth Management 40k $764k -15% Dec 2022
Garde Capital 39k $729k 0% Sep 2022
Bell State Bank and Trust 39k $749k 100% Dec 2022
Stokes Capital Advisors 37k $694k -4% Sep 2022
Raymond James Financial Services Advisors 37k $687k -20% Sep 2022
Spinnaker Investment Group 37k $707k -5% Dec 2022
Forza Wealth Management 37k $705k 100% Dec 2022
SigFig Wealth Management 36k $769k -5% Dec 2022
Lutz Financial Services 35k $682k -9% Dec 2022
Virtue Capital Management 35k $650k 100% Sep 2022
Yale Capital Corp. 34k $641k -3% Sep 2022
Buckingham Asset Management 34k $641k 18% Sep 2022
Pinnacle Bank 34k $661k 143% Dec 2022
United Capital Financial Advisers 34k $627k -9% Sep 2022
Colony Group 33k $616k 4% Sep 2022
State Street Corporation 33k $611k 2% Sep 2022
Kingsview Wealth Management 32k $592k -2% Sep 2022
Aletheian Wealth Advisors 31k $603k 4% Dec 2022
Mainstay Capital Management 31k $579k 0% Sep 2022
Kades & Cheifetz 30k $576k 100% Dec 2022
Droms Strauss Advisors 30k $571k 191% Dec 2022
Segall Bryant & Hamill 30k $554k 100% Sep 2022
Efficient Advisors 30k $551k -4% Sep 2022
Brio Consultants 29k $568k 2% Dec 2022
Peak Financial Management 29k $563k 2% Dec 2022
Friedenthal Financial 29k $563k 1% Dec 2022
Tradition Wealth Management 29k $552k -9% Dec 2022
RHS Financial 27k $514k -38% Dec 2022
Parallel Advisors 26k $504k -20% Dec 2022
Orion Portfolio Solutions 24k $456k -19% Sep 2022
Western Wealth Management 17k $318k -50% Dec 2022
Rainsberger Wealth Advisors 14k $274k -68% Dec 2022
Wilbanks Smith & Thomas Asset Management 11k $202k -83% Sep 2022
Milestone Group 6.4k $124k -80% Dec 2022
Column Capital Advisors 1.9k $36k -94% Dec 2022

Who sold out of Schwab Strategic Tr us reit etf?

Fund or Company Name Date Sold Shares Held Valued At
Northwest Quadrant Wealth Management Sep 2022 594k $11M
Eagle Global Advisors Sep 2022 294k $5.5M
Johnson Financial Sep 2022 191k $3.6M
Meritage Portfolio Management Sep 2022 186k $3.5M
JFG Wealth Management Sep 2022 124k $2.3M
IFG Advisory Sep 2022 72k $1.3M
Means Investment Sep 2022 69k $1.3M
ProVise Management Group Jun 2022 38k $804k
Journey Advisory Group Sep 2022 36k $676k
Koshinski Asset Management Sep 2022 30k $558k