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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
376
RHS Financial
California
$560K +$119K +4,558 +28%
BCM
377
Bourgeon Capital Management
Connecticut
$547K +$47.3K +1,815 +10%
AFG
378
Atomi Financial Group
New York
$545K -$61.4K -2,355 -10%
TC
379
Tenret Company
Florida
$544K +$49.3K +1,890 +10%
MCM
380
Mendel Capital Management
Arkansas
$539K -$14.8K -569 -3%
CWM
381
Congress Wealth Management
Massachusetts
$539K -$28.1K -1,079 -5%
WF
382
Warner Financial
Maryland
$534K +$12.9K +494 +3%
CPIG
383
Chicago Partners Investment Group
Illinois
$531K -$61.5K -2,360 -10%
TWP
384
Tempus Wealth Planning
California
$529K +$2.45K +94 +0.5%
VFIC
385
Valley Forge Investment Consultants
Pennsylvania
$528K +$102K +3,932 +25%
EK
386
Evensky & Katz
Florida
$528K +$37.9K +1,454 +8%
DWT
387
Dorsey & Whitney Trust
South Dakota
$520K -$64.1K -2,460 -11%
AWM
388
Abound Wealth Management
Tennessee
$519K -$8.76K -336 -2%
BBW
389
Blue Barn Wealth
Utah
$511K -$5.24K -201 -1%
SFP
390
Sterling Financial Planning
New Jersey
$509K +$104 +4 +0%
SIM
391
Sterling Investment Management
Arizona
$508K +$2.69K +103 +0.5%
WBCM
392
Wilson & Boucher Capital Management
California
$507K -$7.82K -300 -2%
BCM
393
Brookstone Capital Management
Illinois
$501K +$33.9K +1,300 +8%
S
394
SignatureFD
Georgia
$494K +$94K +3,607 +24%
LFA
395
Laraway Financial Advisors
Minnesota
$490K -$15.2K -582 -3%
SC
396
Schoolcraft Capital
Colorado
$484K +$173K +6,654 +57%
SAM
397
SignalPoint Asset Management
Missouri
$481K +$79.1K +3,036 +20%
CCG
398
Coastwise Capital Group
California
$480K -$72.7K -2,790 -13%
HIGP
399
Hill Investment Group Partners
Missouri
$479K -$52 -2 -0%
MA
400
Modus Advisors
Minnesota
$477K – – –
14 15
16
17 18