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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.29B -$3.39M -154,757 -0.3%
US Bancorp
2
US Bancorp
Minnesota
$724M +$20.3M +925,218 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$540M +$17.6M +804,959 +3%
Creative Planning
4
Creative Planning
Kansas
$437M -$16.4M -747,217 -4%
Two Sigma Investments
5
Two Sigma Investments
New York
$258M +$7.5M +342,300 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$237M +$217M +9,880,408 +849%
DI
7
DUMAC Inc
North Carolina
$170M +$1.81M +82,351 +1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$163M -$1.66M -75,778 -1%
Cerity Partners
9
Cerity Partners
New York
$57.2M +$84.8K +3,870 +0.1%
BEI
10
Benjamin Edwards Inc
Missouri
$45.1M +$6.33M +288,850 +16%
Ameriprise
11
Ameriprise
Minnesota
$43.6M +$665K +30,328 +2%
MSA
12
Mason Street Advisors
Wisconsin
$35.4M -$1.47M -66,960 -4%
CST
13
Charles Schwab Trust
Nevada
$32.2M +$3.05M +138,967 +10%
RA
14
Rational Advisors
New York
$26.2M -$5.65M -257,797 -17%
BlackRock
15
BlackRock
New York
$25.2M -$3.01M -137,444 -10%
MGIA
16
Moneta Group Investment Advisors
Missouri
$22.9M +$107K +4,885 +0.5%
M&T Bank
17
M&T Bank
New York
$22.5M
EPM
18
Elm Partners Management
Pennsylvania
$21.4M +$8.4M +383,133 +61%
FM
19
Foster & Motley
Ohio
$21.3M +$534K +24,363 +3%
HFS
20
Hantz Financial Services
Michigan
$19.9M +$1.28M +58,333 +7%
PWMG
21
Pioneer Wealth Management Group
Texas
$17.5M +$2.33M +106,072 +15%
ZRP
22
Zynergy Retirement Planning
New Jersey
$17.3M +$1.2M +54,732 +7%
Betterment LLC
23
Betterment LLC
New York
$17.1M +$582K +26,534 +3%
WA
24
Waverly Advisors
Alabama
$16M +$15.8M +718,499 +2,599%
MNA
25
Manning & Napier Advisors
New York
$15.2M +$4.78M +218,099 +44%