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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$510K +$542K +19,725 New
LNC
252
Lincoln National Corp
Pennsylvania
$498K – – –
BWA
253
Burt Wealth Advisors
Maryland
$497K +$156K +5,692 +42%
PA
254
PFG Advisors
Arizona
$490K +$23.7K +862 +5%
ECM
255
Evergreen Capital Management
Washington
$485K +$515K +18,744 New
GI
256
Gradient Investments
Minnesota
$482K +$113K +4,121 +28%
MWM
257
Meridian Wealth Management
Kentucky
$481K +$76.3K +2,774 +18%
MMHP
258
Murphy Middleton Hinkle & Parker
Georgia
$468K +$43.9K +1,596 +10%
CIAS
259
Capital Investment Advisory Services
North Carolina
$467K +$5.44K +198 +1%
SPC
260
Sigma Planning Corp
Michigan
$462K +$96.7K +3,519 +25%
SCM
261
SOL Capital Management
Maryland
$452K +$15.4K +561 +3%
CM
262
Cornerstone Management
Georgia
$445K – – –
BAM
263
Belpointe Asset Management
Nevada
$444K -$161K -5,849 -25%
GRP
264
Global Retirement Partners
California
$439K -$3.63K -132 -0.8%
FFA
265
Fragasso Financial Advisors
Pennsylvania
$430K – – –
PFM
266
Peak Financial Management
Massachusetts
$430K +$195K +7,085 +74%
NB
267
Nicolet Bankshares
Wisconsin
$427K – – –
HB
268
Homrich & Berg
Georgia
$425K -$19.6K -712 -4%
3AM
269
3D Asset Management
Connecticut
$423K -$13.1K -477 -3%
CMBA
270
C.M. Bidwell & Associates
Hawaii
$422K +$4.26K +155 +1%
JWM
271
Janiczek Wealth Management
Colorado
$418K +$4.62K +168 +1%
SCA
272
STALEY CAPITAL ADVISERS
Pennsylvania
$397K – – –
GG
273
Gofen & Glossberg
Illinois
$393K +$11.2K +408 +3%
KWM
274
Kingsview Wealth Management
Oregon
$389K +$73.2K +2,661 +22%
JMPWA
275
JP Morgan Private Wealth Advisors
California
$388K +$203K +7,385 +97%
9 10
11
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