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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
Sendero Wealth Management
Texas
$6.32M -$2.4K -93 -0%
OCG
402
Opus Capital Group
Ohio
$6.25M +$44.5K +1,722 +0.7%
BW
403
Bison Wealth
Georgia
$6.24M +$178K +6,882 +3%
SJIM
404
St. Johns Investment Management
Florida
$6.24M -$303K -11,721 -5%
CIC
405
Carnegie Investment Counsel
Ohio
$6.23M +$117K +4,539 +2%
GSC
406
Grey Street Capital
Illinois
$6.2M +$4.91M +190,020 +466%
HSA
407
HBK Sorce Advisory
Pennsylvania
$6.17M -$59.5K -2,304 -1%
HA
408
HC Advisors
Georgia
$6.16M +$407K +15,735 +7%
CA
409
CapWealth Advisors
Tennessee
$6.12M -$82.7K -3,201 -1%
AT
410
Arden Trust
Delaware
$6.09M -$1.2M -46,539 -17%
CA
411
Continuum Advisory
Idaho
$6.06M +$587K +22,731 +11%
IA
412
IFG Advisory
Georgia
$6.04M -$43.9K -1,701 -0.8%
BAM
413
Belpointe Asset Management
Nevada
$6M -$48.8K -1,890 -0.8%
JWWM
414
Johnson & White Wealth Management
Pennsylvania
$5.99M +$366K +14,157 +7%
BMCM
415
Bryn Mawr Capital Management
Pennsylvania
$5.96M -$250K -9,696 -4%
AIA
416
Armor Investment Advisors
North Carolina
$5.93M +$51.6K +1,998 +0.9%
LA
417
LexAurum Advisors
Kansas
$5.91M +$446K +17,262 +9%
PCIA
418
Prime Capital Investment Advisors
Kansas
$5.89M +$644K +24,942 +13%
GSIS
419
Global Strategic Investment Solutions
Arizona
$5.88M – – –
LPT
420
Legacy Private Trust
Wisconsin
$5.88M -$35.6K -1,377 -0.6%
SEP
421
Southland Equity Partners
Missouri
$5.88M +$1.8M +69,720 +47%
SAM
422
Smithbridge Asset Management
Pennsylvania
$5.86M +$13.6K +528 +0.2%
PFPT
423
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.84M +$5.2M +201,441 +1,277%
CS
424
Crescent Sterling
Louisiana
$5.83M +$134K +5,190 +2%
KWM
425
Kingsview Wealth Management
Oregon
$5.74M +$92.2K +3,567 +2%
15 16
17
18 19