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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
701
Simon Quick Advisors
New Jersey
$217K -$14.3K -400 -6%
CWA
702
Carolina Wealth Advisors
South Carolina
$217K -$11.2K -313 -5%
AO
703
Advisor OS
Illinois
$217K -$35.2K -987 -14%
CAMG
704
CWA Asset Management Group
Florida
$216K +$213K +5,969 New
XPN
705
XY Planning Network
Montana
$215K +$211K +5,918 New
WCM
706
Weik Capital Management
Pennsylvania
$213K +$210K +5,875 New
IF
707
Ironwood Financial
Arizona
$213K +$212K +5,937 New
SLP
708
Storen Legacy Partners
Indiana
$213K +$209K +5,864 New
BW
709
BXM Wealth
Colorado
$212K +$209K +5,852 New
FCA
710
FLC Capital Advisors
California
$211K +$208K +5,828 New
CIM
711
Cambria Investment Management
California
$211K -$11K -308 -5%
EF
712
Empowered Funds
Pennsylvania
$211K -$11K -308 -5%
LIA
713
LBMC Investment Advisors
Tennessee
$211K +$207K +5,810 New
FIM
714
Freedom Investment Management
Connecticut
$210K -$66.7K -1,868 -24%
PG
715
Proffitt & Goodson
Tennessee
$209K – – –
SC
716
Shearwater Capital
Colorado
$204K +$201K +5,630 New
RW
717
Regimen Wealth
Georgia
$203K +$200K +5,612 New
TPF
718
Tribridge Partners Financial
Maryland
$203K +$203K +5,696 New
AFA
719
American Financial Advisors
Georgia
$203K +$200K +5,596 New
WP
720
WealthShield Partners
North Carolina
$202K -$3.94M -110,408 -95%
OWM
721
OneAscent Wealth Management
Alabama
$202K +$199K +5,581 New
RMA
722
Roffman Miller Associates
Pennsylvania
$200K +$197K +5,517 New
DCM
723
Dorato Capital Management
Colorado
$185K – – –
VCM
724
Versant Capital Management
Arizona
$183K +$179 +5 +0.1%
B
725
Birchbrook
Maine
$180K – – –
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29
30 31