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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
451
Acropolis Investment Management
Missouri
$359K +$182K +7,830 +107%
TI
452
Trexquant Investment
Connecticut
$358K +$352K +15,119 New
MIA
453
Milestone Investment Advisors
Wisconsin
$357K +$351K +15,078 New
BCI
454
Brinker Capital Investments
Pennsylvania
$355K – – –
KAS
455
Kestra Advisory Services
Texas
$354K +$40.9K +1,759 +13%
LP
456
LGL Partners
Pennsylvania
$353K +$8.45K +363 +2%
PFA
457
Pure Financial Advisors
California
$351K +$1.14K +49 +0.3%
HHRDM
458
H&H Retirement Design & Management
Nevada
$348K -$162K -6,946 -34%
KIG
459
Kowal Investment Group
Wisconsin
$344K +$96.2K +4,132 +40%
RCAG
460
Rehmann Capital Advisory Group
Michigan
$342K – – –
JF
461
Joule Financial
Kentucky
$341K +$47.4K +2,037 +16%
CWM
462
Cadence Wealth Management
Massachusetts
$341K +$1.89K +81 +0.6%
WF
463
Warner Financial
Maryland
$340K +$335K +14,373 New
NL
464
NWAM LLC
Washington
$336K +$47.3K +2,033 +17%
FI
465
Financial Insights
Washington
$331K -$46.8K -2,011 -13%
IWA
466
Intercontinental Wealth Advisors
Texas
$329K – – –
SIC
467
Salem Investment Counselors
North Carolina
$329K +$6.42K +276 +2%
BFM
468
Broadview Financial Management
Wisconsin
$327K +$15.5K +668 +5%
MFC
469
Morris Financial Concepts
South Carolina
$326K -$30.6K -1,313 -9%
FA
470
FC Advisory
Pennsylvania
$325K +$90.3K +3,879 +39%
MA
471
Modus Advisors
Minnesota
$323K -$482K -20,694 -60%
VFA
472
Valeo Financial Advisors
Indiana
$320K +$25.1K +1,080 +9%
BTWM
473
Baker Tilly Wealth Management
Wisconsin
$318K +$36.4K +1,565 +13%
RWP
474
Revolve Wealth Partners
New Jersey
$318K -$10.4K -447 -3%
MWM
475
Meridian Wealth Management
Kentucky
$317K -$17.5K -751 -5%
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19
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