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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
301
Investors Research Corp
Georgia
$7K – – –
PO
302
Private Ocean
California
$7K +$36 +2 +0.5%
CWM
303
Cedar Wealth Management
California
$6K – – –
CFGS
304
Concourse Financial Group Securities
Alabama
$6K – – –
LDFR
305
Lehman & Derafelo Financial Resources
Pennsylvania
$6K – – –
SBL
306
Sargent Bickham Lagudis
Colorado
$6K – – –
FWP
307
FAS Wealth Partners
Kansas
$6K +$72 +4 +1%
DSC
308
Duncker Streett & Co
Missouri
$6K +$1.26K +70 +25%
CPW
309
Catalyst Private Wealth
California
$6K +$5.83K +324 New
TF
310
TimeScale Financial
Massachusetts
$5K +$5.4K +300 New
MF
311
Manchester Financial
California
$4K -$1.23M -68,464 -100%
BC
312
Bartlett & Co
Ohio
$4K – – –
BAM
313
Bellevue Asset Management
Washington
$4K – – –
HCM
314
Horrell Capital Management
Arkansas
$4K – – –
PK
315
Pflug Koory
Nebraska
$4K – – –
WP
316
WealthShield Partners
North Carolina
$4K – – –
VCM
317
Vigilant Capital Management
Maine
$4K +$4.36K +242 New
BCWM
318
Bartlett & Co Wealth Management
Ohio
$3.54K – – –
SWA
319
Sutton Wealth Advisors
Florida
$3.36K -$612 -34 -15%
ACA
320
Aptus Capital Advisors
Alabama
$3K -$36 -2 -1%
JCM
321
Jacobi Capital Management
Pennsylvania
$3K – – –
VCM
322
Versant Capital Management
Arizona
$3K – – –
CG
323
Cutler Group
California
$3K +$3.6K +200 New
SPIA
324
Steward Partners Investment Advisory
New York
$2K -$11.7K -648 -88%
LFG
325
LifePlan Financial Group
Ohio
$2K -$6.01K -334 -78%
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