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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
251
Cordant Inc
Oregon
$417K -$7.5K -374 -2%
YWM
252
Yoder Wealth Management
California
$413K -$266K -13,282 -39%
HI
253
Human Investing
Oregon
$412K +$2.19K +109 +0.5%
EA
254
Efficient Advisors
Ohio
$402K -$55.4K -2,762 -12%
JEST
255
JTC Employer Solutions Trustee
Jersey
$401K – – –
NL
256
NWAM LLC
Washington
$399K +$83.6K +4,168 +27%
FA
257
FF Advisors
California
$395K – – –
AWS
258
Atria Wealth Solutions
New York
$388K -$52.5K -2,618 -12%
HFS
259
Heritage Financial Services
Massachusetts
$387K +$38.6K +1,927 +11%
IWC
260
Integrated Wealth Concepts
Massachusetts
$384K -$7.9K -394 -2%
FPAS
261
Focus Partners Advisor Solutions
Missouri
$379K +$133K +6,621 +55%
OFS
262
OneAscent Financial Services
Alabama
$379K – – –
PFBT
263
Parkside Financial Bank & Trust
Missouri
$373K +$5.49K +274 +2%
CC
264
Callan Capital
California
$368K – – –
VWA
265
Valued Wealth Advisors
Utah
$364K -$1.31M -65,343 -78%
B
266
Bailard
California
$362K +$14K +700 +4%
CCA
267
Cobblestone Capital Advisors
New York
$359K -$13K -650 -4%
LFA
268
Laraway Financial Advisors
Minnesota
$358K -$8.66K -432 -2%
PAS
269
Park Avenue Securities
New York
$356K +$14.2K +709 +4%
MAM
270
Marotta Asset Management
Virginia
$355K -$9.26K -462 -3%
H
271
HoyleCohen
California
$350K -$90.8K -4,527 -21%
IWA
272
IVC Wealth Advisors
Pennsylvania
$349K +$75.1K +3,747 +28%
PFT
273
Providence First Trust
Arizona
$349K +$345K +17,193 New
HAS
274
HBW Advisory Services
California
$347K – – –
RMC
275
Regis Management Company
California
$347K +$10K +500 +3%
9 10
11
12 13