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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
176
HBK Sorce Advisory
Pennsylvania
$580K +$75.9K +2,867 +15%
PP
177
Paloma Partners
Connecticut
$576K +$567K +21,418 New
CIAS
178
Capital Investment Advisory Services
North Carolina
$557K -$77.9K -2,944 -12%
SFG
179
StrategIQ Financial Group
Indiana
$546K -$42.1K -1,590 -7%
TIM
180
Tortoise Investment Management
New York
$541K +$48.5K +1,832 +10%
ZB
181
Zions Bancorporation
Utah
$538K – – –
VCP
182
Vista Capital Partners
Oregon
$530K -$10.2K -386 -2%
LFAS
183
Level Four Advisory Services
Texas
$530K +$522K +19,711 New
BAM
184
Barrett Asset Management
New York
$520K +$135K +5,100 +36%
NGA
185
Naples Global Advisors
Florida
$519K +$13.4K +505 +3%
RBC
186
Roble Belko & Company
Pennsylvania
$514K +$768 +29 +0.2%
SDWMA
187
Schneider Downs Wealth Management Advisors
Pennsylvania
$514K +$66.3K +2,505 +15%
SSWM
188
Sheets Smith Wealth Management
North Carolina
$501K +$134K +5,077 +38%
SAM
189
Summit Asset Management
Tennessee
$495K – – –
DWM
190
Destination Wealth Management
California
$493K -$34.6K -1,308 -7%
BL
191
BFSG LLC
California
$492K -$28.6K -1,082 -6%
3AM
192
3D Asset Management
Connecticut
$486K -$10.7K -403 -2%
CPP
193
Crow Point Partners
Massachusetts
$480K +$478K +18,045 New
SFS
194
Strategic Financial Services
New York
$475K -$13.8K -520 -3%
MIAN
195
Mariner Independent Advisor Network
Kansas
$475K +$38.1K +1,441 +9%
SCM
196
SOL Capital Management
Maryland
$472K +$1.06K +40 +0.2%
FFA
197
Fragasso Financial Advisors
Pennsylvania
$467K +$26.6K +1,005 +6%
JWM
198
Janiczek Wealth Management
Colorado
$457K +$19.3K +729 +4%
IAS
199
IMA Advisory Services
Colorado
$447K +$58K +2,193 +15%
NB
200
Nicolet Bankshares
Wisconsin
$437K – – –
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