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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
201
Mission Wealth Management
California
$772K +$66.3K +3,024 +9%
RM
202
RCW Management
Florida
$771K – – –
OCA
203
Odyssey Capital Advisors
Pennsylvania
$771K +$101K +4,596 +15%
EWA
204
EverSource Wealth Advisors
Alabama
$770K -$79.1K -3,610 -9%
WP
205
WealthShield Partners
North Carolina
$762K +$11.9K +541 +2%
RBC
206
Roble Belko & Company
Pennsylvania
$717K -$27.7K -1,265 -4%
BCV
207
Banque Cantonale Vaudoise
Switzerland
$713K +$727K +33,156 New
CKAIS
208
Christensen King & Associates Investment Services
Washington
$713K -$16.6K -757 -2%
LJAC
209
L.J. Altfest & Co
New York
$711K +$4.74K +216 +0.7%
IA
210
IF Advisors
Texas
$708K – – –
MCC
211
Money Concepts Capital
Florida
$693K +$707K +32,260 New
KWM
212
Kingsview Wealth Management
Oregon
$692K +$15.3K +696 +2%
GCA
213
Greenwood Capital Associates
South Carolina
$688K +$139K +6,341 +25%
DSA
214
Droms Strauss Advisors
Missouri
$687K +$35.7K +1,629 +5%
WCFA
215
Walkner Condon Financial Advisors
Wisconsin
$687K -$2.85K -130 -0.4%
SC
216
Savant Capital
Illinois
$683K +$347K +15,848 +99%
ACA
217
Atlas Capital Advisors
Wyoming
$674K -$217K -9,897 -24%
ECM
218
Evergreen Capital Management
Washington
$644K – – –
SCM
219
Saxony Capital Management
Missouri
$637K +$649K +29,622 New
FFN
220
Focus Financial Network
Minnesota
$627K -$38.7K -1,764 -6%
RC
221
Roundview Capital
New Jersey
$624K +$5.96K +272 +0.9%
PA
222
Parallel Advisors
California
$615K +$2.83K +129 +0.5%
IWC
223
Integrated Wealth Concepts
Massachusetts
$608K +$405K +18,495 +189%
DCM
224
Dorato Capital Management
Colorado
$600K -$9.62K -439 -2%
LPAM
225
Lodestar Private Asset Management
California
$593K +$54.2K +2,474 +10%
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9
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