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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
251
Collaborative Wealth Management
Florida
$324K -$8.42K -389 -2%
CC
252
Callan Capital
California
$323K – – –
PA
253
PFG Advisors
Arizona
$323K +$373K +17,256 New
BA
254
Bridgewater Advisors
New York
$319K -$11.7K -540 -3%
CAMG
255
CWA Asset Management Group
Florida
$310K +$2.55K +118 +0.7%
VWA
256
Visionary Wealth Advisors
Illinois
$306K -$4.28K -198 -1%
MA
257
Mangham Associates
Virginia
$293K +$2.1K +97 +0.6%
BBW
258
Blue Barn Wealth
Utah
$291K +$1.51K +70 +0.5%
PGA
259
Portland Global Advisors
Maine
$282K – – –
AWS
260
Atria Wealth Solutions
New York
$281K +$498 +23 +0.2%
NWA
261
Navis Wealth Advisors
New York
$278K +$2.49K +115 +0.8%
WP
262
WMS Partners
Maryland
$278K +$322K +14,890 New
REMPR
263
Roof Eidam Maycock Peralta (REMP)
California
$278K +$322K +14,892 New
PB
264
Pinnacle Bancorp
Nebraska
$264K +$151K +6,970 +98%
HFA
265
Highland Financial Advisors
New Jersey
$262K +$35.8K +1,654 +13%
SAM
266
SignalPoint Asset Management
Missouri
$260K -$2.1K -97 -0.7%
CW
267
CreativeOne Wealth
Kansas
$258K -$692 -32 -0.2%
TCM
268
Tradewinds Capital Management
Washington
$257K -$9.24M -426,989 -97%
FVWA
269
Foster Victor Wealth Advisors
South Carolina
$256K +$12.7K +585 +4%
KAS
270
Kestra Advisory Services
Texas
$255K +$296K +13,662 New
RBC
271
Roble Belko & Company
Pennsylvania
$253K -$757 -35 -0.3%
AIA
272
Armor Investment Advisors
North Carolina
$251K -$3.18K -147 -1%
BFG
273
Barber Financial Group
Kansas
$249K -$51.6K -2,387 -15%
FTUS
274
Flow Traders U.S.
New York
$249K +$288K +13,310 New
BPA
275
Beacon Pointe Advisors
California
$244K -$20.9K -968 -7%
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11
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