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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
501
Strategic Wealth Partners
Ohio
$8.05K +$3.92K +168 +98%
CAL
502
Capital Advisors Ltd
Ohio
$8K – – –
BIA
503
Bell Investment Advisors
California
$7.87K +$47 +2 +0.6%
TCM
504
Triumph Capital Management
Colorado
$7.86K – – –
PP
505
PFS Partners
New Jersey
$7.65K – – –
BC
506
Barrett & Company
Rhode Island
$7.1K – – –
AA
507
Addison Advisors
Vermont
$7.01K +$6.9K +296 New
DAM
508
Delta Asset Management
Tennessee
$7.01K – – –
ST
509
Smithfield Trust
Pennsylvania
$7K – – –
HPC
510
HM Payson & Co
Maine
$6.85K – – –
M
511
MOTCO
Texas
$6.7K +$6.6K +283 New
RDFA
512
Ritter Daniher Financial Advisory
Ohio
$6.63K +$47 +2 +0.7%
HNW
513
High Note Wealth
Minnesota
$6.49K +$6.39K +274 New
PWMG
514
Prestige Wealth Management Group
New Jersey
$6.12K +$47 +2 +0.8%
WWM
515
Wolff Wiese Magana
California
$5.92K – – –
AT
516
Arlington Trust
Alabama
$5.73K – – –
IRC
517
Investors Research Corp
Georgia
$5.47K – – –
CW
518
CrossGen Wealth
North Carolina
$5.35K +$5.27K +226 New
PK
519
Pflug Koory
Nebraska
$5.3K – – –
HCM
520
Horrell Capital Management
Arkansas
$5.21K – – –
KFP
521
Kerr Financial Planning
California
$5.12K +$47 +2 +0.9%
TFGT
522
TS Financial Group (TSFG)
Illinois
$5K – – –
TWC
523
TD Waterhouse Canada
Ontario, Canada
$4.94K – – –
HHGA
524
Halbert Hargrove Global Advisors
California
$4.79K +$4.71K +202 New
JGIA
525
Jackson Grant Investment Advisers
Connecticut
$4.65K +$23 +1 +0.5%
19 20
21
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