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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
276
Capital Fund Management (CFM)
France
$10.5M +$1.9M +70,000 +22%
YWM
277
Yukon Wealth Management
Kansas
$10.5M -$5.08M -186,750 -35%
BEAM
278
Baker Ellis Asset Management
Washington
$10.5M -$315K -11,586 -3%
CNWM
279
Clay Northam Wealth Management
California
$10.5M -$157K -5,780 -1%
IIA
280
Integral Investment Advisors
California
$10.5M +$984K +36,172 +10%
LFP
281
Lakeshore Financial Planning
Michigan
$10.5M -$164K -6,028 -2%
WAG
282
Winthrop Advisory Group
Massachusetts
$10.4M +$530K +19,488 +5%
AAA
283
American Alpha Advisors
New York
$10.4M +$137K +5,038 +1%
FF
284
Fairway Financial
Florida
$10.4M +$461K +16,945 +5%
DFA
285
DHJJ Financial Advisors
Illinois
$10.3M -$221K -8,129 -2%
RMF
286
Red Mountain Financial
Colorado
$10.3M -$46.6K -1,714 -0.5%
FVWA
287
Foster Victor Wealth Advisors
South Carolina
$10.3M +$9.26M +340,396 +2,157%
MWM
288
Modern Wealth Management
Kansas
$10.3M +$2.18M +80,236 +27%
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$10.1M -$367K -13,502 -4%
CAM
290
Cozad Asset Management
Illinois
$10.1M -$888K -32,645 -8%
IFG
291
Independent Financial Group
California
$10.1M +$94.3K +3,468 +1%
MAM
292
Madison Asset Management
Wisconsin
$10M
KPWS
293
Kestra Private Wealth Services
Texas
$9.96M -$1.01M -37,226 -9%
RWA
294
Redhawk Wealth Advisors
Minnesota
$9.95M -$158K -5,827 -2%
BIA
295
Bell Investment Advisors
California
$9.92M +$289K +10,615 +3%
IWC
296
Integrated Wealth Concepts
Massachusetts
$9.87M -$13.7M -504,559 -58%
LWM
297
Latko Wealth Management
Illinois
$9.85M -$2.72M -100,214 -22%
CFG
298
Citizens Financial Group
Rhode Island
$9.8M +$159K +5,834 +2%
OHWP
299
Oak Harbor Wealth Partners
North Carolina
$9.71M -$70.4K -2,588 -0.7%
MHFA
300
Mission Hills Financial Advisory
California
$9.66M +$519K +19,072 +6%