We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
176
Curbstone Financial Management Corp
New Hampshire
$1.03M
IA
177
IFP Advisors
Florida
$1.03M +$176K +8,321 +20%
BFG
178
Bleakley Financial Group
New Jersey
$1.02M +$40K +1,888 +4%
PAG
179
Private Advisor Group
New Jersey
$1.02M +$4.45K +210 +0.4%
CPIG
180
Chicago Partners Investment Group
Illinois
$990K -$136K -6,391 -12%
YWM
181
Yoder Wealth Management
California
$973K +$274K +12,941 +38%
BWA
182
Bestgate Wealth Advisors
Maryland
$948K -$37.7K -1,779 -4%
CWM
183
Cooke Wealth Management
California
$940K +$928K +43,765 New
SWM
184
SigFig Wealth Management
California
$936K +$122K +5,748 +15%
NFTC
185
North Forty Two & Co
Oregon
$915K -$12.7K -600 -1%
CMMS
186
Comprehensive Money Management Services
Florida
$906K +$5.83K +275 +0.6%
Stifel Financial
187
Stifel Financial
Missouri
$893K +$98.1K +4,627 +12%
Citigroup
188
Citigroup
New York
$883K +$563K +26,562 +169%
WCM
189
Winthrop Capital Management
Indiana
$881K +$1.02K +48 +0.1%
GCA
190
Gradient Capital Advisors
California
$873K -$5.05K -238 -0.6%
ACA
191
Atlas Capital Advisors
Wyoming
$862K +$875K +41,269 New
Russell Investments Group
192
Russell Investments Group
United Kingdom
$853K +$663K +31,251 +325%
FFA
193
Farther Finance Advisors
California
$839K +$148K +6,970 +21%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$831K +$53.6K +2,530 +7%
MMCM
195
Murphy & Mullick Capital Management
New York
$830K -$38K -1,790 -4%
EWA
196
EverSource Wealth Advisors
Alabama
$824K -$41.3K -1,947 -5%
P
197
&Partners
Tennessee
$814K +$826K +38,965 New
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$779K +$213K +10,024 +37%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$761K +$47.8K +2,256 +7%
FEG
200
Fund Evaluation Group
Ohio
$759K -$21.1K -995 -3%