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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
Sax Wealth Advisors
New Jersey
$337K +$335K +12,234 New
AT
502
Arlington Trust
Alabama
$333K
WIM
503
Warwick Investment Management
Texas
$330K +$65.8K +2,403 +25%
PTC
504
Private Trust Company
Ohio
$326K -$9.36K -342 -3%
BTWM
505
Brass Tax Wealth Management
Ohio
$324K -$74.6K -2,726 -19%
CNFG
506
Creegan & Nassoura Financial Group
New Hampshire
$323K
PVI
507
Pine Valley Investments
New Jersey
$323K +$74.1K +2,708 +30%
FVWA
508
Foster Victor Wealth Advisors
South Carolina
$321K -$78.3K -2,860 -19%
HCP
509
Hardin Capital Partners
South Carolina
$320K +$25.4K +927 +9%
Rockefeller Capital Management
510
Rockefeller Capital Management
New York
$320K +$318K +11,602 New
RBC
511
Roble Belko & Company
Pennsylvania
$318K -$45.4K -1,657 -13%
Lido Advisors
512
Lido Advisors
California
$318K -$86.8K -3,173 -22%
GC
513
Gilbert & Cook
Iowa
$314K +$9.5K +347 +3%
FWM
514
FFT Wealth Management
Pennsylvania
$314K -$452K -16,521 -59%
RA
515
Riversedge Advisors
Delaware
$310K +$712 +26 +0.2%
SQA
516
Simon Quick Advisors
New Jersey
$305K -$41.8K -1,527 -12%
PCA
517
Prosperity Capital Advisors
Ohio
$304K +$3.34K +122 +1%
VBFG
518
Vishria Bird Financial Group
Tennessee
$303K
DAS
519
Dynamic Advisor Solutions
Arizona
$300K +$298K +10,888 New
KWM
520
Kingsview Wealth Management
Oregon
$298K +$13.5K +494 +5%
PK
521
Pflug Koory
Nebraska
$298K -$26.2K -958 -8%
SFG
522
Snider Financial Group
Washington
$296K
MCWS
523
McKinley Carter Wealth Services
West Virginia
$296K -$47.5K -1,736 -14%
EAM
524
Empirical Asset Management
Massachusetts
$296K -$2.9K -106 -1%
IAP
525
Indie Asset Partners
Indiana
$295K -$89.8K -3,280 -23%