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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
401
Armor Investment Advisors
North Carolina
$5.87M +$160K +6,153 +3%
AT
402
Arden Trust
Delaware
$5.86M -$8.67K -333 -0.1%
SW
403
SVB Wealth
Massachusetts
$5.82M -$3.96M -152,139 -40%
SJIM
404
St. Johns Investment Management
Florida
$5.81M -$206K -7,899 -3%
SMC
405
Smith, Moore & Co
Missouri
$5.8M -$500K -19,194 -8%
HA
406
HC Advisors
Georgia
$5.74M -$199K -7,650 -3%
CS
407
Crescent Sterling
Louisiana
$5.73M +$106K +4,077 +2%
KA
408
Kure Advisory
Minnesota
$5.71M +$217K +8,355 +4%
OCFG
409
O'Connor Financial Group
Illinois
$5.7M +$396K +15,195 +7%
CAG
410
Csenge Advisory Group
Florida
$5.7M -$8.66M -332,751 -60%
GFP
411
Guardian Financial Partners
California
$5.7M +$332K +12,747 +6%
GSIS
412
Global Strategic Investment Solutions
Arizona
$5.67M – – –
PFPT
413
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.65M +$22.9K +879 +0.4%
PIAS
414
PCA Investment Advisory Services
Ohio
$5.64M +$279K +10,707 +5%
SAM
415
Smithbridge Asset Management
Pennsylvania
$5.62M -$27K -1,038 -0.5%
RWA
416
Redhawk Wealth Advisors
Minnesota
$5.62M +$94.4K +3,627 +2%
LPT
417
Legacy Private Trust
Wisconsin
$5.6M -$68.1K -2,616 -1%
OPPS
418
Obsidian Personal Planning Solutions
Maryland
$5.59M +$344K +13,227 +7%
RDWM
419
Red Door Wealth Management
Tennessee
$5.57M +$72.2K +2,775 +1%
HNWAG
420
High Net Worth Advisory Group
Florida
$5.57M +$309K +11,880 +6%
CA
421
Clearstead Advisors
Ohio
$5.56M +$668K +25,653 +14%
BAM
422
Belpointe Asset Management
Nevada
$5.51M -$280K -10,752 -5%
CWP
423
Concord Wealth Partners
Virginia
$5.44M -$903K -34,695 -14%
HA
424
Hofer & Associates
California
$5.42M +$118K +4,542 +2%
AA
425
Apriem Advisors
California
$5.42M +$411K +15,804 +8%
15 16
17
18 19