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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
451
Tucker Asset Management
Colorado
$4.71K +$1.4K +64 +46%
BAM
452
Bellevue Asset Management
Washington
$4.63K – – –
T
453
Tidemark
California
$4.58K +$66 +3 +2%
PCMC
454
Private Capital Management (Colorado)
Colorado
$4.4K +$1.53K +70 +58%
JGIA
455
Jackson Grant Investment Advisers
Connecticut
$4.31K +$4.07K +186 New
BLC
456
Brown, Lisle/Cummings
Rhode Island
$4.29K – – –
HPIA
457
Hamilton Point Investment Advisors
North Carolina
$4.26K – – –
PGAM
458
Princeton Global Asset Management
New Jersey
$3.54K -$569 -26 -15%
CPA
459
Capital Performance Advisors
California
$3.42K +$3.22K +147 New
AIC
460
Archer Investment Corporation
Indiana
$3.05K +$44 +2 +2%
FFA
461
Frazier Financial Advisors
Ohio
$3.01K – – –
PS
462
Planned Solutions
California
$2.83K +$2.67K +122 New
CSC
463
Caldwell Sutter Capital
California
$2.78K – – –
FWM
464
FSA Wealth Management
Massachusetts
$2.63K +$2.47K +113 New
OP
465
ORG Partners
Indiana
$2.62K – – –
WWP
466
WR Wealth Planners
Missouri
$2.53K – – –
CA
467
Continuum Advisory
Idaho
$2.43K -$328 -15 -12%
KSWA
468
Kathleen S. Wright Associates
Pennsylvania
$2.43K +$2.3K +105 New
EWA
469
EverSource Wealth Advisors
Alabama
$2.37K – – –
CWC
470
Carolinas Wealth Consulting
North Carolina
$2.23K – – –
AAG
471
Armstrong Advisory Group
Massachusetts
$2.09K +$1.97K +90 New
IBOK
472
Independence Bank of Kentucky
Kentucky
$2.08K – – –
KWAG
473
Kiely Wealth Advisory Group
North Carolina
$2.01K – – –
AW
474
Avion Wealth
Texas
$2K – – –
ACM
475
Anfield Capital Management
California
$1.97K – – –
17 18
19
20 21