We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
226
Adero Partners
California
$295K +$9.01K +422 +2%
PMG
227
ProVise Management Group
Florida
$292K -$224K -10,480 -37%
KC
228
Kingfisher Capital
North Carolina
$289K -$37.1K -1,738 -9%
AFAS
229
Acorn Financial Advisory Services
Virginia
$287K +$7.3K +342 +2%
FNBT
230
FineMark National Bank & Trust
Florida
$286K
MWM
231
Merriman Wealth Management
Washington
$277K +$3.41K +160 +1%
PA
232
Parallel Advisors
California
$275K +$266K +12,444 +283%
VFA
233
Valeo Financial Advisors
Indiana
$274K -$6.49K -304 -2%
PWA
234
Peterson Wealth Advisors
Utah
$258K +$336K +15,736 New
IB
235
Intrust Bank
Kansas
$255K +$9.99K +468 +3%
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$252K -$42.3K -1,984 -11%
CI
237
CX Institutional
Indiana
$247K +$31.7K +1,486 +11%
KWM
238
Kingsview Wealth Management
Oregon
$246K +$20.4K +954 +7%
Renaissance Technologies
239
Renaissance Technologies
New York
$239K +$111K +5,200 +55%
NDSI
240
Newman Dignan & Sheerar Inc
Rhode Island
$237K -$12.4K -580 -4%
CAMG
241
CWA Asset Management Group
Florida
$236K -$16K -748 -5%
WOC
242
West Oak Capital
California
$233K +$117K +5,460 +62%
HCM
243
Hengehold Capital Management
Ohio
$231K -$14.3K -670 -5%
FVWA
244
Foster Victor Wealth Advisors
South Carolina
$229K -$4.01K -188 -1%
BRWA
245
B. Riley Wealth Advisors
Florida
$227K -$33.2K -1,554 -10%
PS
246
Portfolio Solutions
Michigan
$225K +$293K +13,724 New
SFA
247
Sequoia Financial Advisors
Ohio
$223K +$29.1K +1,364 +11%
AWA
248
Acorn Wealth Advisors
Michigan
$213K -$67.6K -3,170 -19%
FWCM
249
Ferguson Wellman Capital Management
Oregon
$210K -$32K -1,500 -10%
FMWA
250
Forvis Mazars Wealth Advisors
Missouri
$210K +$273K +12,800 New