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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
401
Gradient Investments
Minnesota
$8.46K -$16.6K -852 -67%
BIA
402
Bell Investment Advisors
California
$8.23K +$1.99K +102 +33%
BL
403
BFSG LLC
California
$7.4K +$4.35K +223 +151%
IHWM
404
Iron Horse Wealth Management
Iowa
$7.01K +$6.84K +351 New
FFA
405
Founders Financial Alliance
North Carolina
$6.61K – – –
MRCM
406
M&R Capital Management
New Jersey
$6.23K +$390 +20 +7%
NA
407
NewEdge Advisors
Louisiana
$6.17K +$546 +28 +10%
ST
408
Smithfield Trust
Pennsylvania
$6K – – –
BC
409
Barrett & Company
Rhode Island
$5.99K – – –
DAM
410
Delta Asset Management
Tennessee
$5.91K – – –
KFI
411
Key Financial Inc
Pennsylvania
$5.75K – – –
ACA
412
American Capital Advisory
Idaho
$5.69K -$741 -38 -12%
AWM
413
Abound Wealth Management
Tennessee
$5.62K – – –
CTWM
414
Cherry Tree Wealth Management
Minnesota
$5.43K – – –
SRCM
415
Signature Resources Capital Management
California
$5.13K – – –
S
416
Sachetta
Massachusetts
$5.03K -$3.63K -186 -44%
RFG
417
REAP Financial Group
Texas
$5.01K – – –
TFGT
418
TS Financial Group (TSFG)
Illinois
$5K – – –
WWM
419
Wolff Wiese Magana
California
$4.99K – – –
PWMG
420
Prestige Wealth Management Group
New Jersey
$4.87K – – –
AT
421
Arlington Trust
Alabama
$4.83K – – –
CCM
422
Chilton Capital Management
Texas
$4.39K -$7.55K -387 -64%
BBPWM
423
Blue Bell Private Wealth Management
Pennsylvania
$4.18K – – –
HCM
424
Horrell Capital Management
Arkansas
$4K – – –
BAM
425
Bellevue Asset Management
Washington
$3.99K – – –
15 16
17
18 19