We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
76
Jackson Creek Investment Advisors
Colorado
$2.58M +$74.4K +4,003 +3%
SMC
77
Smith, Moore & Co
Missouri
$2.57M +$82.4K +4,433 +4%
SP
78
SWS Partners
Ohio
$2.56M -$83.1K -4,473 -3%
KBFS
79
Kohmann Bosshard Financial Services
Ohio
$2.54M +$529K +28,453 +30%
BF
80
Brooklyn FI
New York
$2.53M +$2.27M +122,016 New
GFS
81
GYL Financial Synergies
Connecticut
$2.5M +$296K +15,951 +15%
JFG
82
JMG Financial Group
Illinois
$2.47M -$319K -17,143 -13%
JFA
83
JNBA Financial Advisors
Minnesota
$2.41M -$117K -6,304 -5%
PWM
84
Perigon Wealth Management
California
$2.37M +$71K +3,822 +3%
Truist Financial
85
Truist Financial
North Carolina
$2.33M +$158K +8,481 +8%
FCIM
86
Fairview Capital Investment Management
California
$2.29M +$318K +17,105 +18%
PCWA
87
Pacific Capital Wealth Advisors
California
$2.25M +$68.4K +3,678 +4%
KOC
88
Koss-Olinger Consulting
Florida
$2.19M
Empower Advisory Group
89
Empower Advisory Group
Colorado
$2.19M +$710K +38,195 +57%
GWM
90
Geneos Wealth Management
Colorado
$2.19M -$38.1K -2,052 -2%
BC
91
Brio Consultants
California
$2.18M +$1.21M +65,047 +162%
EWP
92
Elevation Wealth Partners
California
$2.16M +$2.26M +121,642 New
AC
93
AWM Capital
Arizona
$2.13M
PIMG
94
Patriot Investment Management Group
Tennessee
$2.05M -$360K -19,397 -16%
TYCC
95
Texas Yale Capital Corp
Florida
$2.02M -$182K -9,770 -9%
JFGLC
96
Johnson Financial Group LLC (Colorado)
Colorado
$2.01M +$1.81M +97,261 New
PS
97
Principal Securities
Iowa
$1.98M +$1.78M +95,754 New
PWA
98
Peterson Wealth Advisors
Utah
$1.98M -$173K -9,292 -9%
GMA
99
Glassy Mountain Advisors
Maryland
$1.96M +$291K +15,682 +20%
VCM
100
Vivaldi Capital Management
Illinois
$1.96M +$725K +39,031 +63%