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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
401
Clearview Wealth Advisors
Oregon
$613K -$6.91K -244 -1%
EGWAG
402
Elwood & Goetz Wealth Advisory Group
Georgia
$612K +$92.2K +3,257 +19%
CCM
403
Coldstream Capital Management
Washington
$610K -$28.3K -1,000 -5%
JC
404
Jentner Corp
Ohio
$608K -$20.2K -713 -3%
FWP
405
Falcon Wealth Planning
California
$607K -$3.57K -126 -0.6%
FA
406
Fiducient Advisors
Illinois
$607K +$570K +20,138 New
CAI
407
Capital Advisors Inc
Oklahoma
$605K +$568K +20,068 New
CA
408
Calton & Associates
Florida
$601K -$1.84K -65 -0.3%
APG
409
Abacus Planning Group
South Carolina
$598K -$21.3K -752 -4%
RWM
410
Reston Wealth Management
Virginia
$597K -$9.03K -319 -2%
AFA
411
Avant Financial Advisors
Texas
$592K – – –
SAM
412
Smartleaf Asset Management
Massachusetts
$588K -$66.8K -2,360 -11%
MHR
413
Matthew Hamilton Rosenberg
$581K -$4.87K -172 -0.9%
EK
414
Evensky & Katz
Florida
$574K -$19.5K -688 -3%
CAL
415
Capital Analysts LLC
Pennsylvania
$564K +$164K +5,797 +45%
AWMM
416
Aegis Wealth Management (Maryland)
Maryland
$562K – – –
FA
417
FF Advisors
California
$558K – – –
WIM
418
WealthPlan Investment Management
Nebraska
$556K -$10.4K -369 -2%
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$555K -$12.8K -451 -2%
BL
420
BCWM LLC
Kansas
$551K -$19.7K -696 -4%
OCM
421
One Capital Management
California
$548K -$821 -29 -0.2%
VT
422
Vise Technologies
New York
$545K +$512K +18,092 New
CL
423
Choreo LLC
Illinois
$537K +$71K +2,508 +16%
BP
424
BWM Planning
Texas
$537K – – –
S
425
Sachetta
Massachusetts
$535K – – –