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Schwab International Small-Cap Equity ETF
SCHC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
226
Essex Financial Services
Connecticut
$518K – – –
AA
227
Advisory Alpha
Michigan
$516K +$2.09K +54 +0.4%
PWMG
228
Private Wealth Management Group
New Jersey
$502K -$29K -749 -6%
RWM
229
Ritholtz Wealth Management
New York
$501K +$456K +11,770 New
DWT
230
Dorsey & Whitney Trust
South Dakota
$500K – – –
BBPWM
231
Blue Bell Private Wealth Management
Pennsylvania
$500K +$3.37K +87 +0.7%
FCP
232
Fidelis Capital Partners
Florida
$494K – – –
BCI
233
Brinker Capital Investments
Pennsylvania
$492K +$30.8K +796 +7%
SQA
234
Simon Quick Advisors
New Jersey
$491K – – –
LF
235
Lantz Financial
Illinois
$486K -$4.65K -120 -1%
IFS
236
Ifrah Financial Services
Arkansas
$478K -$20K -516 -4%
CIA
237
Concurrent Investment Advisors
Florida
$474K +$118K +3,050 +38%
MHC
238
May Hill Capital
Massachusetts
$472K +$271 +7 +0.1%
CA
239
Clearstead Advisors
Ohio
$463K -$369K -9,533 -47%
MFC
240
Morris Financial Concepts
South Carolina
$453K -$18.9K -488 -4%
SC
241
Schoolcraft Capital
Colorado
$450K -$16.7K -431 -4%
CA
242
Calton & Associates
Florida
$450K -$5.85K -151 -1%
HCP
243
Hardin Capital Partners
South Carolina
$448K +$77 +2 +0%
LPP
244
Life Planning Partners
Florida
$440K -$23.2K -600 -5%
MCCA
245
Mill Creek Capital Advisors
Pennsylvania
$426K – – –
CTA
246
Chesley Taft & Associates
Illinois
$423K +$13.2K +340 +4%
SW
247
SVB Wealth
Massachusetts
$420K +$382K +9,860 New
CPA
248
Capital Performance Advisors
California
$419K -$77K -1,989 -17%
MPW
249
MASECO Private Wealth
$415K +$378K +9,756 New
QCM
250
Quantinno Capital Management
New York
$414K +$377K +9,721 New
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