We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
3FI
401
3 Factor Indexing
California
$154K – – –
CAL
402
Capital Analysts LLC
Pennsylvania
$149K -$3.4K -146 -2%
JFG
403
JDM Financial Group
Texas
$148K -$6.48K -278 -4%
LFA
404
LGT Financial Advisors
Texas
$145K – – –
SWIM
405
Smallwood Wealth Investment Management
New Jersey
$142K – – –
ITIM
406
Indiana Trust & Investment Management
Indiana
$135K – – –
MB
407
MidFirst Bank
Oklahoma
$133K -$99.6K -4,270 -43%
SPIA
408
Steward Partners Investment Advisory
New York
$125K +$40.8K +1,749 +49%
Vanguard National Trust
409
Vanguard National Trust
Pennsylvania
$123K – – –
BFPW
410
BOK Financial Private Wealth
Colorado
$118K – – –
BFP
411
Birchwood Financial Partners
Minnesota
$114K +$1.42K +61 +1%
BCWM
412
Bartlett & Co Wealth Management
Ohio
$109K -$37.2K -1,595 -26%
TBFA
413
Three Bearings Fiduciary Advisors
New Hampshire
$104K -$560 -24 -0.5%
GT
414
Glenmede Trust
Pennsylvania
$99.3K – – –
HNB
415
Huntington National Bank
Ohio
$94.9K – – –
PTC
416
Private Trust Company
Ohio
$92.3K +$10.3K +441 +13%
GBT
417
Grove Bank & Trust
Florida
$84.8K -$62.8K -2,693 -43%
GRP
418
Global Retirement Partners
California
$82.3K +$81.1K +3,477 New
AAP
419
Arax Advisory Partners
Colorado
$79K +$19.8K +849 +34%
FRA
420
Front Row Advisors
California
$77.9K – – –
BCM
421
Blume Capital Management
California
$76.5K – – –
LFG
422
Larson Financial Group
Missouri
$70.8K -$63.1K -2,706 -48%
LF
423
LifeSteps Financial
California
$70.2K +$69.1K +2,965 New
Russell Investments Group
424
Russell Investments Group
United Kingdom
$69.8K +$4.8K +206 +8%
BWM
425
Bullock Wealth Management
Indiana
$67.8K -$7.58K -325 -10%