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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
251
Bluestem Financial Advisors
Illinois
$442K +$556 +26 +0.1%
FTS
252
Fifth Third Securities
Ohio
$441K -$169K -7,929 -28%
BSB
253
Bangor Savings Bank
Maine
$440K -$115K -5,392 -21%
DWS
254
Discipline Wealth Solutions
South Carolina
$440K +$2.01K +94 +0.5%
EFG
255
Everhart Financial Group
Ohio
$439K -$1.45K -68 -0.3%
SFS
256
Summit Financial Strategies
Ohio
$437K -$65.2K -3,053 -13%
WA
257
WBH Advisory
Maryland
$432K -$22.1K -1,034 -5%
JEST
258
JTC Employer Solutions Trustee
Jersey
$427K – – –
AWM
259
Ariadne Wealth Management
California
$425K – – –
HFS
260
Heritage Financial Services
Massachusetts
$418K +$12.6K +589 +3%
WF
261
Whelan Financial
California
$415K -$21K -981 -5%
RIM
262
Rakuten Investment Management
Japan
$414K +$415K +19,429 New
CI
263
Cordant Inc
Oregon
$410K -$3.21K -150 -0.8%
IWA
264
IVC Wealth Advisors
Pennsylvania
$405K +$2.95K +138 +0.7%
VWA
265
VSM Wealth Advisory
Maryland
$404K -$69.4K -3,249 -15%
CB
266
Commerce Bank
Missouri
$404K -$22.3K -1,043 -5%
B
267
Bensler
Washington
$403K -$240K -11,229 -37%
FWM
268
Fonville Wealth Management
Virginia
$398K -$13.9K -652 -3%
PB
269
Pinnacle Bancorp
Nebraska
$394K -$983 -46 -0.3%
MFGP
270
Marshall Financial Group (Pennsylvania)
Pennsylvania
$386K -$2.8M -130,965 -88%
CA
271
Calton & Associates
Florida
$384K +$382K +17,861 New
CC
272
Callan Capital
California
$381K – – –
EFG
273
Embree Financial Group
Illinois
$377K -$71.4K -3,340 -16%
GCA
274
Greenwood Capital Associates
South Carolina
$375K +$137K +6,391 +58%
HCP
275
Hardin Capital Partners
South Carolina
$374K -$18K -844 -5%
9 10
11
12 13