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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
401
Bellevue Asset Management
Washington
$3.91K – – –
GWANC
402
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.91K – – –
SPIA
403
Steward Partners Investment Advisory
New York
$3.79K -$17.8K -926 -83%
BLC
404
Brown, Lisle/Cummings
Rhode Island
$3.61K – – –
CFGS
405
Concourse Financial Group Securities
Alabama
$3.52K – – –
SWA
406
SOA Wealth Advisors
New York
$3.44K -$383 -20 -10%
WWMSC
407
Wagner Wealth Management (South Carolina)
South Carolina
$3.27K +$1.09K +57 +52%
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.26K -$16.9K -884 -84%
SIS
409
Sound Income Strategies
Florida
$2.95K -$5.68K -296 -66%
PIAS
410
PCA Investment Advisory Services
Ohio
$2.89K +$2.82K +147 New
AWM
411
Atticus Wealth Management
Florida
$2.82K +$19 +1 +0.7%
BWM
412
BerganKDV Wealth Management
Minnesota
$2.7K -$1.96K -102 -43%
FWM
413
Focused Wealth Management
New York
$2.52K +$19 +1 +0.8%
CSC
414
Caldwell Sutter Capital
California
$2.34K +$2.3K +120 New
WT
415
Washington Trust
Rhode Island
$2.11K – – –
AIC
416
Archer Investment Corporation
Indiana
$2.11K +$2.07K +108 New
CSB
417
City State Bank
Iowa
$2K – – –
EWM
418
Endurance Wealth Management
Rhode Island
$2K – – –
EWA
419
EverSource Wealth Advisors
Alabama
$1.95K -$2.47K -129 -56%
EWP
420
Elevation Wealth Partners
California
$1.9K +$1.86K +97 New
CWC
421
Carolinas Wealth Consulting
North Carolina
$1.88K – – –
RWM
422
Ruedi Wealth Management
Illinois
$1.77K +$1.65K +86 +2,150%
IBOK
423
Independence Bank of Kentucky
Kentucky
$1.76K – – –
GI
424
Gradient Investments
Minnesota
$1.76K +$1.73K +90 New
AA
425
Atmos Advisory
Pennsylvania
$1.68K – – –
15 16
17
18 19