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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$5.58M +$134K +4,724 +3%
MWM
102
Mission Wealth Management
California
$5.43M +$4.12M +145,527 +421%
LIA
103
LifePlan Investment Advisors
North Carolina
$5.42M -$71K -2,506 -1%
PWM
104
Power Wealth Management
Georgia
$5.42M +$106K +3,741 +2%
RIM
105
Rockbridge Investment Management
New York
$5.38M -$93K -3,284 -2%
WA
106
WBH Advisory
Maryland
$5.35M -$593K -20,933 -11%
CI
107
CX Institutional
Indiana
$5.25M – – –
BPA
108
Beacon Pointe Advisors
California
$5.2M +$96.5K +3,408 +2%
PA
109
Parallel Advisors
California
$5.03M +$3.37K +119 +0.1%
JF
110
Joule Financial
Kentucky
$5.03M +$58.5K +2,065 +1%
JWA
111
JFS Wealth Advisors
Pennsylvania
$5.02M -$143K -5,058 -3%
PIMG
112
Patriot Investment Management Group
Tennessee
$4.98M -$88.5K -3,126 -2%
RWP
113
RWA Wealth Partners
Massachusetts
$4.92M +$14.9K +525 +0.3%
BAM
114
Berkshire Asset Management
Pennsylvania
$4.91M +$12.8K +452 +0.3%
BA
115
Brightwater Advisory
Florida
$4.85M -$23.1K -816 -0.5%
CCWA
116
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.84M +$2.88M +101,656 +172%
MCM
117
MAI Capital Management
Ohio
$4.77M +$603K +21,281 +16%
ULWM
118
Upper Left Wealth Management
Florida
$4.72M +$137K +4,843 +3%
BSB
119
Bangor Savings Bank
Maine
$4.71M -$100K -3,535 -2%
MAM
120
Marotta Asset Management
Virginia
$4.68M -$1.45M -51,372 -25%
JFGLC
121
Johnson Financial Group LLC (Colorado)
Colorado
$4.65M -$968K -34,182 -18%
SC
122
Savant Capital
Illinois
$4.6M -$106K -3,735 -2%
WAM
123
Wakefield Asset Management
Colorado
$4.57M -$66.9K -2,361 -2%
RWM
124
RKL Wealth Management
Pennsylvania
$4.56M -$3.06M -108,235 -42%
SWA
125
Sightline Wealth Advisors
Connecticut
$4.56M +$165K +5,835 +4%
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