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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
326
Cypress Wealth Services
California
$505K -$171K -6,850 -22%
DWM
327
Destination Wealth Management
California
$503K -$206K -8,224 -25%
BFM
328
Broadview Financial Management
Wisconsin
$497K -$53.5K -2,138 -8%
FCIM
329
Fairview Capital Investment Management
California
$496K -$198K -7,912 -25%
SWP
330
Stratos Wealth Partners
Ohio
$489K -$680K -27,168 -53%
CWA
331
Carolina Wealth Advisors
South Carolina
$487K +$29.5K +1,179 +5%
CWP
332
Capital Wealth Planning
Florida
$485K -$43.7K -1,749 -7%
BIA
333
Bigelow Investment Advisors
Maine
$480K -$277K -11,057 -32%
BAM
334
Belpointe Asset Management
Nevada
$480K -$59.3K -2,369 -9%
RSWM
335
Robertson Stephens Wealth Management
California
$480K +$580K +23,198 New
CWM
336
Centric Wealth Management
Illinois
$476K -$538K -21,522 -53%
JIR
337
James Investment Research
Ohio
$474K +$573K +22,924 New
WDL
338
Well Done LLC
Michigan
$470K -$280K -11,191 -33%
CNFG
339
Creegan & Nassoura Financial Group
New Hampshire
$464K +$5K +200 +0.9%
LFS
340
Legacy Financial Strategies
Kansas
$462K +$134K +5,345 +32%
ZIM
341
Zacks Investment Management
Illinois
$459K +$65.6K +2,621 +13%
QCG
342
Quadrant Capital Group
Ohio
$453K +$319K +12,772 +141%
JC
343
Jentner Corp
Ohio
$451K -$105K -4,197 -16%
WP
344
WealthPLAN Partners
Nebraska
$448K -$12.3K -490 -2%
WFA
345
Wade Financial Advisory
California
$446K +$121K +4,818 +29%
SSWM
346
Sheets Smith Wealth Management
North Carolina
$443K -$219K -8,761 -29%
AFG
347
Arkansas Financial Group
Arkansas
$440K +$532K +21,286 New
RFA
348
Reilly Financial Advisors
California
$439K -$11.3K -453 -2%
GT
349
Greenleaf Trust
Michigan
$439K – – –
NB
350
Nicolet Bankshares
Wisconsin
$439K +$87.2K +3,485 +20%
12 13
14
15 16