We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$642K -$116K -5,778 -15%
WFP
202
Wrenne Financial Planning
Kentucky
$641K +$633K +31,579 New
RWA
203
Rooted Wealth Advisors
Illinois
$634K +$32.7K +1,631 +5%
KWM
204
Kingsview Wealth Management
Oregon
$632K -$15.4K -766 -2%
C
205
Certuity
Florida
$629K -$147K -7,320 -19%
FF
206
Friedenthal Financial
New Jersey
$629K -$54.6K -2,725 -8%
WP
207
WealthShield Partners
North Carolina
$606K -$6.01K -300 -1%
SWM
208
SigFig Wealth Management
California
$604K -$6.62K -330 -0.9%
ECM
209
Evergreen Capital Management
Washington
$598K
LF
210
Lee Financial
Texas
$597K +$26.2K +1,306 +5%
PHAM
211
Palisades Hudson Asset Management
Florida
$596K +$2.25K +112 +0.4%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$594K +$585K +29,200 New
JWS
213
Juncture Wealth Strategies
Arizona
$585K +$1.93K +96 +0.3%
WAM
214
Wakefield Asset Management
Colorado
$583K +$22.4K +1,116 +4%
WA
215
Waverly Advisors
Alabama
$570K +$336K +16,741 +147%
GFWA
216
Grey Fox Wealth Advisors
Delaware
$556K -$16.4K -817 -3%
MCM
217
Mainstay Capital Management
Michigan
$555K -$6.33K -316 -1%
GGS
218
Galvin Gaustad & Stein
Arizona
$555K +$1.91K +95 +0.3%
PPWM
219
Perissos Private Wealth Management
Oklahoma
$555K +$548K +27,317 New
EE
220
EWG Elevate
California
$554K +$45.9K +2,288 +9%
LCM
221
Liberty Capital Management
Michigan
$543K +$28.8K +1,439 +6%
FG
222
Foster Group
Iowa
$540K +$58.3K +2,907 +12%
BPA
223
Beacon Pointe Advisors
California
$534K +$10.9K +546 +2%
PA
224
Parallel Advisors
California
$530K +$1.5K +75 +0.3%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$525K -$429K -21,423 -45%