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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$52.1M +$54.7M +3,248,704 New
3AM
2
3D Asset Management
Connecticut
$11.3M +$11.8M +701,808 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.89M +$7.23M +429,832 New
AI
4
Atria Investments
North Carolina
$5.29M +$5.55M +329,658 New
Charles Schwab
5
Charles Schwab
California
$4.3M +$4.54M +269,688 New
HighTower Advisors
6
HighTower Advisors
Illinois
$3.81M +$4M +237,552 New
VCM
7
Vigilant Capital Management
Maine
$3.55M +$3.72M +221,080 New
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$2.99M +$3.14M +186,352 New
NSAM
9
North Star Asset Management
Wisconsin
$2.76M +$2.9M +172,052 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.58M +$2.7M +160,638 New
PMG
11
ProVise Management Group
Florida
$2.33M +$2.44M +145,182 New
CS
12
Credit Suisse
Switzerland
$1.73M +$1.81M +107,700 New
SG
13
Swarthmore Group
Pennsylvania
$1.73M +$1.81M +107,750 New
GA
14
Gateway Advisory
New Jersey
$1.73M +$1.81M +107,516 New
MAS
15
Madden Advisory Services
Florida
$1.6M +$1.68M +99,742 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.53M +$1.6M +95,318 New
LYV
17
Live Your Vision
Pennsylvania
$1.4M +$1.44M +85,556 New
AA
18
Apriem Advisors
California
$1.1M +$1.15M +68,374 New
BSB
19
Bangor Savings Bank
Maine
$977K +$1.02M +60,880 New
CMP
20
Courage Miller Partners
Virginia
$910K +$955K +56,718 New
SSWM
21
Sheets Smith Wealth Management
North Carolina
$827K +$868K +51,582 New
BCMO
22
Buckingham Capital Management (Ohio)
Ohio
$538K +$565K +33,550 New
BCI
23
Brinker Capital Investments
Pennsylvania
$433K +$454K +26,996 New
AA
24
Alesco Advisors
New York
$396K +$416K +24,718 New
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$364K +$382K +22,700 New
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