We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
151
Morningstar Investment Management
Illinois
$1.43M -$2.5M -107,142 -63%
TAM
152
Trillium Asset Management
Massachusetts
$1.43M +$103K +4,400 +8%
AWM
153
AE Wealth Management
Kansas
$1.43M +$101K +4,346 +8%
CA
154
Cambridge Advisors
Nebraska
$1.41M +$136K +5,824 +11%
RCA
155
Reitz Capital Advisors
Michigan
$1.36M +$28.1K +1,204 +2%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$1.34M +$65.8K +2,826 +5%
AWM
157
Aprio Wealth Management
Georgia
$1.33M +$1.35M +58,052 New
PPA
158
Parametric Portfolio Associates
Washington
$1.33M
Stifel Financial
159
Stifel Financial
Missouri
$1.31M +$354K +15,192 +36%
CFMC
160
Curbstone Financial Management Corp
New Hampshire
$1.28M
GM
161
GeoWealth Management
Illinois
$1.28M -$3.73M -159,952 -74%
EHPM
162
Emery Howard Portfolio Management
California
$1.24M -$7.5K -322 -0.6%
VCP
163
Vista Capital Partners
Oregon
$1.2M -$54.6K -2,344 -4%
PWA
164
Providence Wealth Advisors
Illinois
$1.15M +$527K +22,602 +82%
BL
165
BFSG LLC
California
$1.14M +$321K +13,776 +39%
ACA
166
Atlas Capital Advisors
Wyoming
$1.11M -$118K -5,056 -9%
HWA
167
HHM Wealth Advisors
Tennessee
$1.06M +$75.7K +3,250 +8%
TCM
168
Tradewinds Capital Management
Washington
$1.04M +$7.88K +338 +0.8%
MAM
169
Marquette Asset Management
Minnesota
$1.02M
CI
170
Cordant Inc
Oregon
$1.02M +$1.03M +44,234 New
AL
171
Aspiriant LLC
California
$1M -$49.8K -2,136 -5%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$993K +$245K +10,516 +32%
NRI
173
NFP Retirement Inc
California
$993K +$1.01M +43,522 New
DBRC
174
D.B. Root & Company
Pennsylvania
$978K +$55K +2,360 +6%
MIAS
175
Mason Investment Advisory Services
Virginia
$968K