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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
Cambridge Advisors
Nebraska
$281K -$9.23K -396 -3%
CPL
352
CAP Partners LLC
Tennessee
$279K +$1.19K +51 +0.4%
WWA
353
WCG Wealth Advisors
Nevada
$277K +$272K +11,681 New
OCPWS
354
One Charles Private Wealth Services
Massachusetts
$270K -$4.94K -212 -2%
MAWA
355
Moss Adams Wealth Advisors
Washington
$268K – – –
MIAS
356
Mason Investment Advisory Services
Virginia
$264K – – –
LAM
357
Lewis Asset Management
California
$261K +$3.05K +131 +1%
EFG
358
Embree Financial Group
Illinois
$257K -$163 -7 -0.1%
SA
359
Skyline Advisors
Washington
$254K – – –
KWM
360
KRM Wealth Management
Nevada
$252K +$1.49K +64 +0.6%
TSS
361
Two Sigma Securities
New York
$249K -$921K -39,511 -79%
CFGSD
362
Compass Financial Group (South Dakota)
South Dakota
$246K +$243K +10,405 New
CFM
363
Compass Financial Management
Florida
$243K +$240K +10,277 New
MWM
364
Meridian Wealth Management
Kentucky
$242K +$140 +6 +0.1%
GFA
365
Godfrey Financial Associates
New York
$240K +$350 +15 +0.2%
PHAM
366
Palisades Hudson Asset Management
Florida
$237K -$5.64K -242 -2%
AFP
367
Ausdal Financial Partners
Iowa
$237K -$18.2K -780 -7%
FFS
368
Founders Financial Securities
Maryland
$237K -$13.7K -588 -6%
FWTB
369
First Western Trust Bank
Colorado
$233K – – –
FNBOO
370
First National Bank of Omaha
Nebraska
$233K -$47.2K -2,025 -17%
SFA
371
Sequoia Financial Advisors
Ohio
$231K -$4.24K -182 -2%
SAS
372
SMI Advisory Services
Indiana
$230K +$225K +9,630 New
WFA
373
Websterrogers Financial Advisors
South Carolina
$228K +$233 +10 +0.1%
AWM
374
AE Wealth Management
Kansas
$227K +$58.4K +2,503 +35%
PWAM
375
Private Wealth Asset Management
Iowa
$226K +$23.5K +1,009 +12%
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15
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