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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
201
Stratos Wealth Advisors
Ohio
$421K -$1.83M -85,890 -77%
JC
202
Jentner Corp
Ohio
$412K -$20.3K -950 -4%
PFM
203
Peak Financial Management
Massachusetts
$412K +$80.4K +3,768 +18%
XS
204
XR Securities
Illinois
$405K +$527K +24,716 New
SWM
205
SigFig Wealth Management
California
$401K +$2.94K +138 +0.6%
RFC
206
Regions Financial Corp
Alabama
$400K +$522K +24,464 New
GT
207
Greenleaf Trust
Michigan
$397K -$3.46K -162 -0.7%
BSW
208
Buckingham Strategic Wealth
Missouri
$384K +$141K +6,596 +39%
GLA
209
Great Lakes Advisors
Illinois
$383K +$191K +8,948 +62%
LCM
210
Liberty Capital Management
Michigan
$375K -$341 -16 -0.1%
PA
211
PFG Advisors
Arizona
$370K -$197K -9,242 -29%
AOWM
212
Alpha Omega Wealth Management
Virginia
$366K – – –
3AM
213
3D Asset Management
Connecticut
$364K -$171K -8,010 -26%
PHAM
214
Palisades Hudson Asset Management
Florida
$364K -$8.24K -386 -2%
FI
215
FormulaFolio Investments
Michigan
$353K -$2.7M -126,454 -85%
PWM
216
Perigon Wealth Management
California
$344K +$45.4K +2,126 +13%
BL
217
BFSG LLC
California
$343K -$608K -28,500 -58%
MSWMA
218
Market Street Wealth Management Advisors
Indiana
$336K +$438K +20,528 New
PFA
219
Pure Financial Advisors
California
$329K +$429K +20,084 New
LJAC
220
L.J. Altfest & Co
New York
$327K +$5.04K +236 +1%
GCP
221
Gill Capital Partners
Colorado
$325K +$423K +19,836 New
WAM
222
Wakefield Asset Management
Colorado
$316K +$144K +6,736 +54%
AA
223
Ancora Advisors
Ohio
$314K -$8.02K -376 -2%
ACG
224
Allen Capital Group
Nebraska
$310K -$124K -5,820 -23%
AMG
225
Asset Management Group
Connecticut
$295K +$1.24K +58 +0.3%
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