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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
351
Charter Oak Capital Management
New Hampshire
$5K – – –
HCM
352
Horrell Capital Management
Arkansas
$5K – – –
PWMG
353
Prestige Wealth Management Group
New Jersey
$5K +$44 +2 +0.9%
HFS
354
Hantz Financial Services
Michigan
$5K +$1.6K +72 +53%
RA
355
Resolute Advisors
California
$5K +$4.89K +220 New
GIA
356
Goodwin Investment Advisory
Georgia
$5K +$5.2K +234 New
SWA
357
Sutton Wealth Advisors
Florida
$4.63K +$44 +2 +1%
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.58K – – –
RFA
359
Reilly Financial Advisors
California
$4K -$87K -3,912 -96%
CFGS
360
Concourse Financial Group Securities
Alabama
$4K – – –
FWM
361
Focused Wealth Management
New York
$4K – – –
JCM
362
Jacobi Capital Management
Pennsylvania
$4K – – –
AAP
363
Arax Advisory Partners
Colorado
$4K +$3.65K +164 New
EBA
364
Eagle Bay Advisors
New York
$4K +$3.69K +166 New
VFA
365
Values First Advisors
Tennessee
$4K +$3.82K +172 New
CIA
366
Choate Investment Advisors
Massachusetts
$4K +$4.31K +194 New
EVM
367
Eaton Vance Management
Massachusetts
$3K -$22.2K -1,000 -86%
AWM
368
Atticus Wealth Management
Florida
$3K – – –
CMBA
369
C.M. Bidwell & Associates
Hawaii
$3K – – –
FHA
370
First Horizon Advisors
Tennessee
$3K – – –
FFA
371
Founders Financial Alliance
North Carolina
$3K – – –
ME
372
McIlrath & Eck
Washington
$3K – – –
SWA
373
SOA Wealth Advisors
New York
$3K – – –
GI
374
Gradient Investments
Minnesota
$3K +$2.44K +110 New
WIM
375
Westside Investment Management
California
$2.07K – – –
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15
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