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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
351
Oak Harbor Wealth Partners
North Carolina
$6.32M +$339K +13,563 +6%
GB
352
Goepper Burkhardt
South Carolina
$6.31M +$358K +14,301 +6%
William Blair & Company
353
William Blair & Company
Illinois
$6.27M +$260K +10,395 +4%
SC
354
Scotia Capital
Ontario, Canada
$6.25M +$3.93M +157,383 +159%
SFA
355
Sequoia Financial Advisors
Ohio
$6.24M -$1.35M -54,126 -17%
TYCC
356
Texas Yale Capital Corp
Florida
$6.23M +$491K +19,650 +8%
BMCM
357
Burns Matteson Capital Management
New York
$6.22M -$215K -8,583 -3%
MSA
358
McAlister Sweet & Associates
Texas
$6.2M -$3.83M -153,384 -38%
GVAG
359
Great Valley Advisor Group
Delaware
$6.17M -$2.19M -87,627 -26%
SAMT
360
Select Asset Management & Trust
Pennsylvania
$6.17M +$1.21M +48,360 +24%
LGA
361
Lebenthal Global Advisors
New York
$6.15M -$75.2K -3,006 -1%
JWWM
362
Johnson & White Wealth Management
Pennsylvania
$6.06M +$3.36M +134,424 +118%
CAG
363
Curtis Advisory Group
California
$6.04M -$2.85M -114,072 -32%
UWM
364
USAdvisors Wealth Management
Minnesota
$6.03M +$166K +6,630 +3%
LWM
365
Ledge Wealth Management
Minnesota
$5.95M -$310K -12,399 -5%
Susquehanna International Group
366
Susquehanna International Group
Pennsylvania
$5.91M +$6.06M +242,328 New
CWM
367
Congress Wealth Management
Massachusetts
$5.89M +$6.04M +241,644 New
PVAMC
368
PPS&V Asset Management Consultants
Michigan
$5.87M -$62.6K -2,502 -1%
WIA
369
World Investment Advisors
California
$5.87M +$896K +35,841 +18%
SWM
370
Sendero Wealth Management
Texas
$5.83M +$1.53M +61,233 +34%
CFGS
371
Concourse Financial Group Securities
Alabama
$5.82M -$13.7K -549 -0.2%
SWM
372
Spire Wealth Management
Virginia
$5.81M +$2.38M +95,001 +66%
AWS
373
AJ Wealth Strategies
New York
$5.81M -$2.85M -114,168 -32%
BIP
374
Blueprint Investment Partners
North Carolina
$5.76M +$67.1K +2,685 +1%
MA
375
MBA Advisors
Pennsylvania
$5.73M +$23.7K +948 +0.4%