We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
176
JFG Wealth Management
Colorado
$709K -$522K -26,743 -43%
MML Investors Services
177
MML Investors Services
Massachusetts
$689K -$151K -7,745 -18%
WC
178
Waterloo Capital
Texas
$687K -$45.6K -2,338 -6%
RWA
179
Rooted Wealth Advisors
Illinois
$674K -$5.91K -303 -0.9%
IFA
180
Interactive Financial Advisors
Illinois
$669K -$8.48K -435 -1%
FTS
181
Fifth Third Securities
Ohio
$663K -$107K -5,507 -14%
VAF
182
Values Added Financial
District of Columbia
$660K -$51.9K -2,663 -7%
Stifel Financial
183
Stifel Financial
Missouri
$632K +$624 +32 +0.1%
C
184
Certuity
Florida
$619K -$156 -8 -0%
KWM
185
Kingsview Wealth Management
Oregon
$616K -$5.77K -296 -1%
RC
186
Roundview Capital
New Jersey
$615K -$22K -1,127 -4%
WP
187
WealthShield Partners
North Carolina
$604K +$2.15K +110 +0.4%
WA
188
Waverly Advisors
Alabama
$604K +$41.5K +2,128 +8%
ECM
189
Evergreen Capital Management
Washington
$603K +$9.11K +467 +2%
SWM
190
SigFig Wealth Management
California
$602K +$108K +5,552 +15%
EE
191
EWG Elevate
California
$599K +$52.7K +2,701 +10%
FF
192
Friedenthal Financial
New Jersey
$596K -$21.8K -1,119 -4%
WAM
193
Wakefield Asset Management
Colorado
$587K +$12.6K +645 +2%
PHAM
194
Palisades Hudson Asset Management
Florida
$586K
JWS
195
Juncture Wealth Strategies
Arizona
$584K +$7.76K +398 +1%
Bank of New York Mellon
196
Bank of New York Mellon
New York
$570K +$79.4K +4,073 +17%
BIA
197
Bigelow Investment Advisors
Maine
$566K +$82.1K +4,211 +17%
LCM
198
Liberty Capital Management
Michigan
$563K +$28K +1,436 +5%
BSB
199
Bangor Savings Bank
Maine
$561K -$102K -5,227 -16%
FG
200
Foster Group
Iowa
$556K +$24.3K +1,246 +5%