We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
451
Blue Bell Private Wealth Management
Pennsylvania
$4.84K – – –
TAM
452
Tucker Asset Management
Colorado
$4.71K +$1.4K +64 +46%
BAM
453
Bellevue Asset Management
Washington
$4.63K – – –
T
454
Tidemark
California
$4.58K +$66 +3 +2%
PCMC
455
Private Capital Management (Colorado)
Colorado
$4.4K +$1.53K +70 +58%
JGIA
456
Jackson Grant Investment Advisers
Connecticut
$4.31K +$4.07K +186 New
BLC
457
Brown, Lisle/Cummings
Rhode Island
$4.29K – – –
HPIA
458
Hamilton Point Investment Advisors
North Carolina
$4.26K – – –
PGAM
459
Princeton Global Asset Management
New Jersey
$3.54K -$569 -26 -15%
CPA
460
Capital Performance Advisors
California
$3.42K +$3.22K +147 New
AIC
461
Archer Investment Corporation
Indiana
$3.05K +$44 +2 +2%
FFA
462
Frazier Financial Advisors
Ohio
$3.01K – – –
PS
463
Planned Solutions
California
$2.83K +$2.67K +122 New
CSC
464
Caldwell Sutter Capital
California
$2.78K – – –
FWM
465
FSA Wealth Management
Massachusetts
$2.63K +$2.47K +113 New
OP
466
ORG Partners
Indiana
$2.62K – – –
WWP
467
WR Wealth Planners
Missouri
$2.53K – – –
CA
468
Continuum Advisory
Idaho
$2.43K -$328 -15 -12%
KSWA
469
Kathleen S. Wright Associates
Pennsylvania
$2.43K +$2.3K +105 New
EverSource Wealth Advisors
470
EverSource Wealth Advisors
Alabama
$2.37K – – –
CWC
471
Carolinas Wealth Consulting
North Carolina
$2.23K – – –
AAG
472
Armstrong Advisory Group
Massachusetts
$2.09K +$1.97K +90 New
IBOK
473
Independence Bank of Kentucky
Kentucky
$2.08K – – –
KWAG
474
Kiely Wealth Advisory Group
North Carolina
$2.01K – – –
AW
475
Avion Wealth
Texas
$2K – – –