We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
201
Focus Partners Advisor Solutions
Missouri
$659K -$85.7K -4,092 -12%
C
202
Certuity
Florida
$655K +$41.2K +1,965 +7%
MWML
203
M Wealth Management LLC
California
$650K
ECM
204
Evergreen Capital Management
Washington
$634K +$314 +15 +0.1%
LCM
205
Liberty Capital Management
Michigan
$630K +$26.6K +1,272 +4%
YWM
206
Yoder Wealth Management
California
$617K +$18.6K +888 +3%
WA
207
Waverly Advisors
Alabama
$614K -$73K -3,484 -11%
TWM
208
Tanglewood Wealth Management
Texas
$603K +$396K +18,911 +197%
DSA
209
Droms Strauss Advisors
Missouri
$602K +$123K +5,866 +26%
PA
210
Parallel Advisors
California
$600K -$163K -7,765 -21%
VAF
211
Values Added Financial
District of Columbia
$597K -$75.2K -3,589 -11%
EFG
212
Everhart Financial Group
Ohio
$585K +$151K +7,220 +35%
Vanguard Group
213
Vanguard Group
Pennsylvania
$580K -$1.05K -50 -0.2%
CFA
214
Cahill Financial Advisors
Minnesota
$576K -$55.4K -2,642 -9%
VWA
215
Valued Wealth Advisors
Utah
$574K +$134K +6,389 +31%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$571K -$9.97K -476 -2%
IWC
217
Integrated Wealth Concepts
Massachusetts
$561K +$78.6K +3,751 +16%
CIA
218
Cape Investment Advisory
Georgia
$561K +$122K +5,837 +28%
EE
219
EWG Elevate
California
$554K -$18.5K -882 -3%
AF
220
Allworth Financial
California
$549K -$204K -9,716 -27%
PFG
221
Prospect Financial Group
Virginia
$546K +$86.6K +4,132 +19%
CCA
222
Carrera Capital Advisors
Michigan
$537K +$3.77K +180 +0.7%
HI
223
Human Investing
Oregon
$532K +$47.1K +2,246 +10%
FF
224
Friedenthal Financial
New Jersey
$531K -$5.62K -268 -1%
GFWA
225
Grey Fox Wealth Advisors
Delaware
$518K -$32.9K -1,572 -6%