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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$26.6M +$173K +9,240 +0.7%
KeyBank National Association
27
KeyBank National Association
Ohio
$25.6M -$1.13M -60,504 -4%
DCM
28
Davidson Capital Management
Texas
$25.5M +$24.7M +1,319,514 New
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$24.7M -$607K -32,379 -2%
CG
30
Colony Group
Massachusetts
$22.3M -$114K -6,075 -0.5%
CTC
31
Central Trust Company
Missouri
$21.5M +$3.41M +182,247 +20%
FCA
32
FLC Capital Advisors
California
$20.5M +$354K +18,876 +2%
HCM
33
Hengehold Capital Management
Ohio
$20.1M -$1.1M -58,482 -5%
AG
34
Advisor Group
Arizona
$19.8M -$958K -51,117 -5%
EFSCE
35
Enterprise Financial Services Corp (EFSC)
Missouri
$19M +$4.3M +229,800 +31%
PMG
36
ProVise Management Group
Florida
$17.7M +$270K +14,412 +2%
TF
37
TimeScale Financial
Massachusetts
$16.8M +$1.57M +83,796 +11%
MAM
38
Madison Asset Management
Wisconsin
$15.9M +$15.5M +825,651 New
RCA
39
Reitz Capital Advisors
Michigan
$15.9M -$75.6K -4,038 -0.5%
HB
40
Homrich & Berg
Georgia
$15.8M -$393K -20,988 -2%
HFS
41
Howard Financial Services
Texas
$15.7M +$3.44M +183,699 +29%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$15.3M +$450K +24,015 +3%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$14.3M
WIC
44
Whitegate Investment Counselors
New Hampshire
$14M +$149K +7,941 +1%
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$14M +$13.2M +706,665 +4,069%
UWM
46
USAdvisors Wealth Management
Minnesota
$13.9M +$6.13K +327 +0%
VA
47
Valmark Advisers
Ohio
$13.8M -$493K -26,340 -4%
APW
48
Aurora Private Wealth
New Jersey
$13.8M +$13.4M +715,587 New
NA
49
NewEdge Advisors
Louisiana
$13.6M -$345K -18,435 -3%
OIM
50
Opus Investment Management
Massachusetts
$13.5M