We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
451
Avalon Capital Management
California
– -$464K -22,016 Closed
NEGWA
452
New England Guild Wealth Advisors
Connecticut
– -$372K -17,620 Closed
CP
453
Camelot Portfolios
Ohio
– -$364K -17,247 Closed
ASI
454
Advisory Services & Investments
Oregon
– -$358K -16,985 Closed
Pinnacle Associates
455
Pinnacle Associates
New York
– -$358K -16,977 Closed
PWMAG
456
Pinnacle Wealth Management Advisory Group
New Jersey
– -$346K -16,409 Closed
SCFS
457
S.C. Financial Services
Arizona
– -$343K -16,253 Closed
MIS
458
Morningstar Investment Services
Illinois
– -$294K -13,900 Closed
IWA
459
IVC Wealth Advisors
Pennsylvania
– -$255K -12,104 Closed
Great Lakes Advisors
460
Great Lakes Advisors
Illinois
– -$252K -11,957 Closed
WMS
461
Wealth Management Solutions
Pennsylvania
– -$240K -11,398 Closed
InterOcean Capital Group
462
InterOcean Capital Group
Tennessee
– -$239K -11,348 Closed
Wolverine Trading
463
Wolverine Trading
Illinois
– -$230K -10,877 Closed
Savant Capital
464
Savant Capital
Illinois
– -$217K -10,296 Closed
Commerce Bank
465
Commerce Bank
Missouri
– -$213K -10,108 Closed
SFS
466
Strategic Financial Services
New York
– -$207K -9,800 Closed
TWM
467
Tanglewood Wealth Management
Texas
– -$204K -9,662 Closed
MMHP
468
Murphy Middleton Hinkle & Parker
Georgia
– -$203K -9,623 Closed
BAMG
469
Brand Asset Management Group
Missouri
– -$202K -9,575 Closed
MGO One Seven
470
MGO One Seven
Ohio
– -$201K -9,543 Closed
EP Wealth Advisors
471
EP Wealth Advisors
California
– -$166K -7,866 Closed
JPLA
472
Joseph P. Lucia & Associates
New York
– -$74K -3,510 Closed
WAM
473
Worth Asset Management
Texas
– -$48K -2,328 Closed
TWP
474
TFO Wealth Partners
Ohio
– -$43K -2,053 Closed
SC
475
Shearwater Capital
Colorado
– -$211K -1,498 Closed