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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
251
Bluestem Financial Advisors
Illinois
$432K +$1.34K +60 +0.3%
EFG
252
Everhart Financial Group
Ohio
$431K -$11.7K -523 -2%
AWM
253
Ariadne Wealth Management
California
$431K +$114K +5,100 +34%
AWS
254
Atria Wealth Solutions
New York
$429K -$22.2K -994 -5%
AI
255
Atria Investments
North Carolina
$429K -$7.53K -337 -2%
DWS
256
Discipline Wealth Solutions
South Carolina
$428K +$455K +20,345 New
WF
257
Whelan Financial
California
$427K -$67 -3 -0%
SCI
258
Stableford Capital II
Arizona
$423K -$958K -42,871 -68%
PFA
259
Portland Financial Advisors
New York
$418K +$444K +19,868 New
CB
260
Commerce Bank
Missouri
$418K -$39K -1,743 -8%
FWM
261
Fonville Wealth Management
Virginia
$416K -$15.8K -708 -3%
JEST
262
JTC Employer Solutions Trustee
Jersey
$414K – – –
IWC
263
Integrated Wealth Concepts
Massachusetts
$412K +$51K +2,281 +13%
B
264
Bailard
California
$407K +$46K +2,058 +12%
CI
265
Cordant Inc
Oregon
$405K -$8.61K -385 -2%
CAMG
266
CWA Asset Management Group
Florida
$401K +$57.4K +2,567 +16%
HFS
267
Heritage Financial Services
Massachusetts
$397K -$33.5K -1,497 -7%
NL
268
NWAM LLC
Washington
$394K -$53.8K -2,406 -11%
CW
269
CreativeOne Wealth
Kansas
$394K +$136K +6,084 +48%
WWM
270
WT Wealth Management
Arizona
$393K -$3.24K -145 -0.8%
IWA
271
IVC Wealth Advisors
Pennsylvania
$393K +$117K +5,244 +39%
PB
272
Pinnacle Bancorp
Nebraska
$387K -$67 -3 -0%
HCP
273
Hardin Capital Partners
South Carolina
$384K -$2.5K -112 -0.6%
CC
274
Callan Capital
California
$373K -$4.47K -200 -1%
CCA
275
Cobblestone Capital Advisors
New York
$369K -$38.9K -1,740 -9%
9 10
11
12 13