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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
351
Filbrandt Wealth Management
Wisconsin
$669K – – –
GT
352
Greenleaf Trust
Michigan
$650K – – –
FA
353
Fortis Advisors
Pennsylvania
$650K +$548K +18,902 +822%
SFG
354
StrategIQ Financial Group
Indiana
$641K +$26.3K +908 +5%
NB
355
Nicolet Bankshares
Wisconsin
$635K -$4.35K -150 -0.7%
CNFG
356
Creegan & Nassoura Financial Group
New Hampshire
$627K – – –
CFO
357
Collective Family Office
Pennsylvania
$627K +$593K +20,441 New
EGWAG
358
Elwood & Goetz Wealth Advisory Group
Georgia
$624K -$3.04K -105 -0.5%
BCM
359
Bourgeon Capital Management
Connecticut
$624K +$139K +4,786 +31%
PRS
360
Pinkerton Retirement Specialists
Idaho
$621K +$54.9K +1,895 +10%
HFS
361
Howard Financial Services
Texas
$618K -$302K -10,426 -34%
BL
362
BFSG LLC
California
$617K -$26.7K -921 -4%
FLA
363
Financial Life Advisors
Texas
$609K -$10.9K -375 -2%
PFA
364
Pure Financial Advisors
California
$605K -$112K -3,877 -16%
BF
365
BOK Financial
Oklahoma
$603K -$3.28K -113 -0.6%
SPIA
366
Steward Partners Investment Advisory
New York
$598K +$82K +2,827 +17%
ACG
367
Allen Capital Group
Nebraska
$592K +$87 +3 +0%
CAL
368
Capital Advisors Ltd
Ohio
$592K +$493 +17 +0.1%
WP
369
WealthPLAN Partners
Nebraska
$590K -$2.12K -73 -0.4%
VFIC
370
Valley Forge Investment Consultants
Pennsylvania
$582K +$551K +18,990 New
H
371
HoyleCohen
California
$576K -$21K -723 -4%
ZIM
372
Zacks Investment Management
Illinois
$571K +$40.4K +1,395 +8%
FA
373
FDx Advisors
Illinois
$570K -$31.7K -1,092 -6%
DWT
374
Dorsey & Whitney Trust
South Dakota
$570K +$89.1K +3,073 +20%
WCFA
375
Walkner Condon Financial Advisors
Wisconsin
$569K +$44K +1,516 +9%
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15
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