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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
351
Bartlett & Co
Ohio
$90K +$29.2K +1,570 +57%
FRA
352
Front Row Advisors
California
$86.5K -$21.1K -1,137 -21%
CIAS
353
Capital Investment Advisory Services
North Carolina
$81.1K +$17.5K +940 +32%
BCM
354
Blume Capital Management
California
$75.2K +$1.86K +100 +3%
HI
355
Harbour Investments
Wisconsin
$67.8K -$106K -5,687 -63%
VC
356
Vestor Capital
Illinois
$64K -$1.49K -80 -3%
WOC
357
West Oak Capital
California
$63K -$5.28K -284 -9%
MFA
358
McClarren Financial Advisors
Pennsylvania
$62K +$650 +35 +1%
SWM
359
Spire Wealth Management
Virginia
$61K -$112 -6 -0.2%
NA
360
NewEdge Advisors
Louisiana
$60.9K +$20.9K +1,122 +62%
CCA
361
Criterion Capital Advisors
Tennessee
$60.8K +$54.5K +2,935 New
SA
362
SRH Advisors
Kansas
$52.4K +$335 +18 +0.7%
TRCT
363
Tower Research Capital (TRC)
New York
$51.3K -$1.43M -76,988 -97%
OIA
364
Optimum Investment Advisors
Illinois
$48K +$2.16K +116 +5%
CFO
365
CVA Family Office
Colorado
$47.4K +$42.5K +2,287 New
MA
366
Montag & Associates
Georgia
$43.5K -$78.9K -4,243 -67%
IBOK
367
Independence Bank of Kentucky
Kentucky
$39K +$33.3K +1,792 +1,991%
AA
368
Ancora Advisors
Ohio
$38.2K +$279 +15 +0.8%
MIA
369
MeadowBrook Investment Advisors
Michigan
$37.3K +$33.5K +1,800 New
C
370
Covestor
United Kingdom
$37K +$3.2K +172 +11%
CHA
371
Carmichael Hill & Associates
Maryland
$36K – – –
GT
372
Glenmede Trust
Pennsylvania
$34.3K -$2.56K -138 -8%
MFC
373
Morris Financial Concepts
South Carolina
$31.8K -$56 -3 -0.2%
AWM
374
Abound Wealth Management
Tennessee
$31.6K +$23.2K +1,250 +451%
GJIA
375
Glass Jacobson Investment Advisors
Maryland
$31K – – –
13 14
15
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