We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
76
Fagan Associates
New York
$866K -$16.9K -818 -2%
B
77
Bailard
California
$861K +$292K +14,130 +55%
DIA
78
Denver Investment Advisors
Colorado
$806K
NSAM
79
North Star Asset Management
Wisconsin
$757K -$16.5K -800 -2%
GAM
80
Gemmer Asset Management
California
$751K +$10.1K +488 +1%
Morgan Stanley
81
Morgan Stanley
New York
$729K +$491K +23,792 +243%
MIAN
82
Mariner Independent Advisor Network
Kansas
$725K +$214K +10,362 +45%
NFG
83
Next Financial Group
Texas
$702K -$19.8K -960 -3%
BFG
84
Bouchey Financial Group
New York
$702K -$3.67K -178 -0.5%
DW
85
Domani Wealth
Pennsylvania
$627K -$96.7K -4,684 -14%
FF
86
Friedenthal Financial
New Jersey
$603K +$183K +8,864 +47%
LFA
87
Landmark Financial Advisors
Kentucky
$594K +$175K +8,488 +45%
CA
88
Cambridge Advisors
Nebraska
$581K +$18.8K +910 +4%
AA
89
Alesco Advisors
New York
$564K +$27.5K +1,334 +5%
Millennium Management
90
Millennium Management
New York
$557K +$116K +5,600 +28%
TH
91
TMFS Holdings
Kansas
$554K -$54K -2,618 -9%
CS
92
Credit Suisse
Switzerland
$545K -$430K -20,852 -45%
AMG
93
Asset Management Group
Connecticut
$545K +$2.68K +130 +0.5%
EAM
94
Evanson Asset Management
California
$539K +$9.16K +444 +2%
PWM
95
Perigon Wealth Management
California
$497K -$20.9K -1,014 -4%
BFPW
96
BOK Financial Private Wealth
Colorado
$447K -$29.1K -1,408 -6%
TW
97
Transform Wealth
Colorado
$435K +$413K +20,030 New
PVH
98
Psagot Value Holdings
Israel
$434K -$41.3K -2,000 -9%
SPC
99
Sigma Planning Corp
Michigan
$404K +$171K +8,294 +80%
MFS
100
MSI Financial Services
Massachusetts
$403K -$88.7K -4,296 -19%