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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
526
Washington Trust Advisors
Massachusetts
$275K +$10.3K +366 +4%
KWM
527
Kingsview Wealth Management
Oregon
$275K +$79.5K +2,816 +38%
TPI
528
Trust Point Inc
Wisconsin
$274K +$291K +10,292 New
PA
529
Prossimo Advisors
California
$273K – – –
PA
530
Parkside Advisors
California
$270K – – –
RW
531
REDW Wealth
New Mexico
$270K -$195K -6,903 -41%
SI
532
SimpliFi Inc
California
$270K +$1.75K +62 +0.6%
AFG
533
Atomi Financial Group
New York
$269K -$279K -9,875 -49%
JWCA
534
J.W. Cole Advisors
Florida
$268K +$48.2K +1,707 +20%
CA
535
Clearstead Advisors
Ohio
$265K -$7.12K -252 -2%
QPWM
536
Quadrant Private Wealth Management
Pennsylvania
$265K +$7.76K +275 +3%
ATC
537
Argent Trust Co
Tennessee
$263K – – –
LP
538
LGL Partners
Pennsylvania
$262K +$7.65K +271 +3%
PWM
539
Parkshore Wealth Management
California
$261K +$277K +9,806 New
TCM
540
Twele Capital Management
Minnesota
$259K +$24.1K +853 +10%
SIM
541
Sterling Investment Management
Arizona
$257K -$277K -9,820 -50%
SF
542
Schaeffer Financial
Maryland
$257K +$7.51K +266 +3%
RCM
543
Richardson Capital Management
Wisconsin
$256K -$67.2K -2,379 -20%
MWM
544
MBE Wealth Management
Wisconsin
$255K +$270K +9,572 New
WIM
545
Warwick Investment Management
Texas
$255K +$7.2K +255 +3%
GWWM
546
Great Waters Wealth Management
Minnesota
$251K +$13.1K +463 +5%
CG
547
Caprock Group
Idaho
$251K +$2.96K +105 +1%
ZF
548
Zhang Financial
Michigan
$250K +$2.63K +93 +1%
RWM
549
Ritholtz Wealth Management
New York
$247K +$2.23K +79 +0.9%
ECM
550
Evergreen Capital Management
Washington
$246K +$1.07K +38 +0.4%
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