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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
201
Private Ocean
California
$53K +$308 +16 +0.6%
Manulife (Manufacturers Life Insurance)
202
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K +$29.7K +1,540 +125%
PA
203
Parallel Advisors
California
$42K -$14.4K -748 -25%
VNA
204
Valley National Advisers
Pennsylvania
$42K -$4.55K -236 -10%
GWM
205
Geneos Wealth Management
Colorado
$41K
RCC
206
Red Cedar Capital
Nebraska
$41K
Citigroup
207
Citigroup
New York
$40K +$5.47K +284 +16%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$38K -$63.1K -3,274 -62%
CMBA
209
C.M. Bidwell & Associates
Hawaii
$37K
SA
210
SRH Advisors
Kansas
$34K +$116 +6 +0.3%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$34K +$8.4K +436 +33%
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$33.2K +$33.5K +1,738 New
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$32K
AA
214
AlphaMark Advisors
Kentucky
$31K
QAM
215
QCI Asset Management
New York
$31K +$30.8K +1,600 New
EWM
216
Elmwood Wealth Management
California
$30.2K +$30.5K +1,580 New
PS
217
Portfolio Solutions
Michigan
$30K +$30.4K +1,578 New
RBC
218
Roble Belko & Company
Pennsylvania
$28K +$1.5K +78 +6%
OIA
219
Optimum Investment Advisors
Illinois
$27K +$27K +1,400 New
William Blair & Company
220
William Blair & Company
Illinois
$25K +$24.8K +1,286 New
SSB
221
Sandy Spring Bank
Maryland
$24K -$13.3K -692 -35%
BC
222
Bartlett & Co
Ohio
$23K
BCWM
223
Bartlett & Co Wealth Management
Ohio
$22.9K +$23.1K +1,200 New
MSA
224
Marino Stram & Associates
Massachusetts
$22K
APA
225
American Portfolios Advisors
New York
$20.2K -$13.6K -706 -40%