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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
501
Arlington Trust
Alabama
$364K – – –
PVI
502
Pine Valley Investments
New Jersey
$361K +$8.13K +287 +2%
AP
503
Appleton Partners
Massachusetts
$361K +$48.8K +1,725 +17%
TIAM2
504
Tru Independence Asset Management 2
Oregon
$359K -$56.8K -2,006 -14%
WIM
505
Warwick Investment Management
Texas
$357K -$3.45K -122 -1%
PPWM
506
Paragon Private Wealth Management
Kentucky
$356K +$72.3K +2,552 +28%
PS
507
Planned Solutions
California
$354K -$18.4K -650 -5%
HCP
508
Hardin Capital Partners
South Carolina
$353K +$1.16K +41 +0.4%
CNFG
509
Creegan & Nassoura Financial Group
New Hampshire
$351K -$2.12K -75 -0.6%
W
510
WorthPointe
California
$347K +$326K +11,528 New
RBC
511
Roble Belko & Company
Pennsylvania
$347K +$28 +1 +0%
BTWM
512
Brass Tax Wealth Management
Ohio
$346K -$7.67K -271 -2%
BWP
513
BSW Wealth Partners
Colorado
$344K -$40.2K -1,421 -11%
SFG
514
Snider Financial Group
Washington
$333K +$8.04K +284 +3%
GC
515
Gilbert & Cook
Iowa
$332K -$9.82K -347 -3%
VBFG
516
Vishria Bird Financial Group
Tennessee
$332K – – –
ONB
517
Old National Bancorp
Indiana
$331K -$165K -5,840 -35%
PTC
518
Private Trust Company
Ohio
$331K -$24.5K -867 -7%
VAG
519
VisionPoint Advisory Group
Texas
$329K +$77.9K +2,752 +34%
CAL
520
Capital Advisors Ltd
Ohio
$329K -$42.8K -1,512 -12%
PCA
521
Prosperity Capital Advisors
Ohio
$327K -$2.94K -104 -0.9%
KAS
522
Kestra Advisory Services
Texas
$325K +$72K +2,542 +31%
APP
523
Avantax Planning Partners
Iowa
$321K +$4.47K +158 +2%
RDWM
524
Red Door Wealth Management
Tennessee
$320K +$28 +1 +0%
PK
525
Pflug Koory
Nebraska
$319K -$5.78K -204 -2%
19 20
21
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