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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$4.72K – – –
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72K – – –
CG
353
Cutler Group
California
$4K -$87.1K -3,800 -95%
RFM
354
Royal Fund Management
Florida
$4K -$37.8K -1,650 -89%
EWM
355
Elmwood Wealth Management
California
$4K -$9.17K -400 -72%
KC
356
Knuff & Co
California
$4K – – –
TCOV
357
Trust Company of Vermont
Vermont
$4K – – –
MAM
358
Meeder Asset Management
Ohio
$4K +$3.58K +156 New
VCM
359
Versant Capital Management
Arizona
$4K +$3.94K +172 +662%
FWM
360
Focused Wealth Management
New York
$3K – – –
FANJ
361
Financial Architects (New Jersey)
New Jersey
$3K +$46 +2 +2%
CIM
362
Contravisory Investment Management
Massachusetts
$2K – – –
SCA
363
Strategic Capital Advisers
Colorado
$2K +$1.79K +78 New
WT
364
Whittier Trust
California
$2K +$2.16K +94 New
SWM
365
Selective Wealth Management
Virginia
$2K +$2.38K +104 New
SPIA
366
Steward Partners Investment Advisory
New York
$1K -$31K -1,352 -97%
AF
367
Allworth Financial
California
$1K – – –
FMP
368
Financial Management Professionals
Texas
$1K – – –
FHA
369
Flagship Harbor Advisors
Massachusetts
$1K – – –
IBOK
370
Independence Bank of Kentucky
Kentucky
$1K – – –
LB
371
Legacy Bridge
Iowa
$1K – – –
TFO
372
Tarbox Family Office
California
$1K – – –
TFGT
373
TS Financial Group (TSFG)
Illinois
$1K – – –
JFA
374
JNBA Financial Advisors
Minnesota
$1K +$826 +36 New
HDIM
375
Hanson & Doremus Investment Management
Vermont
$1K +$917 +40 New
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15
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