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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
401
Prestige Wealth Management Group
New Jersey
$7K +$542 +22 +9%
BWA
402
BDO Wealth Advisors
Florida
$6K – – –
COCM
403
Charter Oak Capital Management
New Hampshire
$6K – – –
HCM
404
Horrell Capital Management
Arkansas
$6K – – –
WFA
405
WestHill Financial Advisors
California
$6K – – –
RA
406
Resolute Advisors
California
$6K +$49 +2 +0.9%
LWA
407
Lenox Wealth Advisors
New York
$6K +$5.27K +214 +823%
FDCDDQ
408
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.27K – – –
SWA
409
Sutton Wealth Advisors
Florida
$5.11K – – –
RFA
410
Reilly Financial Advisors
California
$5K -$9.31K -378 -69%
ACA
411
Aptus Capital Advisors
Alabama
$5K – – –
BAM
412
Bellevue Asset Management
Washington
$5K – – –
CFGS
413
Concourse Financial Group Securities
Alabama
$5K – – –
VFA
414
Values First Advisors
Tennessee
$5K – – –
TFP
415
Tilia Fiduciary Partners
North Carolina
$5K +$4.58K +186 New
TCWM
416
Total Clarity Wealth Management
Illinois
$5K +$4.93K +200 New
RI
417
Rinkey Investments
California
$5K +$5.67K +230 New
EI
418
Ellevest Inc
New York
$4K -$6.65K -270 -64%
AAP
419
Arax Advisory Partners
Colorado
$4K -$739 -30 -18%
EBA
420
Eagle Bay Advisors
New York
$4K – – –
PA
421
PSI Advisors
Florida
$4K – – –
SWA
422
SOA Wealth Advisors
New York
$4K – – –
AWM
423
Atticus Wealth Management
Florida
$4K +$49 +2 +1%
FWM
424
Focused Wealth Management
New York
$4K +$49 +2 +1%
SSB
425
Sandy Spring Bank
Maryland
$4K +$3.6K +146 New
15 16
17
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