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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
526
SEI Investments
Pennsylvania
$5.69M -$77.9K -2,456 -1%
CIA
527
Cape Investment Advisory
Georgia
$5.69M -$145K -4,576 -2%
LIA
528
LS Investment Advisors
Michigan
$5.68M -$34.1K -1,074 -0.6%
CFGSD
529
Compass Financial Group (South Dakota)
South Dakota
$5.67M -$1.33K -42 -0%
FT
530
Fiduciary Trust
Massachusetts
$5.67M -$956K -30,138 -14%
CPC
531
Cadia Private Client
New Jersey
$5.65M -$312K -9,831 -5%
CW
532
CreativeOne Wealth
Kansas
$5.64M +$78.8K +2,483 +1%
GFG
533
Goldstone Financial Group
Illinois
$5.64M -$1.99M -62,885 -26%
CW
534
Channel Wealth
California
$5.6M -$248K -7,805 -4%
CNB
535
Camden National Bank
Maine
$5.6M +$159K +5,017 +3%
OBWG
536
Onyx Bridge Wealth Group
New York
$5.58M +$38.5K +1,215 +0.7%
FCA
537
FLC Capital Advisors
California
$5.57M +$165K +5,215 +3%
ST
538
Smithfield Trust
Pennsylvania
$5.56M -$139K -4,390 -2%
JWCA
539
J.W. Cole Advisors
Florida
$5.52M +$5.52M +174,018 New
TFS
540
Thoroughbred Financial Services
Tennessee
$5.46M -$93K -2,933 -2%
LA
541
Lynch & Associates
Indiana
$5.43M +$103K +3,246 +2%
BI
542
Berkeley Inc
Idaho
$5.39M -$100K -3,163 -2%
NF
543
Nikulski Financial
Iowa
$5.38M +$205K +6,447 +4%
LCM
544
Liberty Capital Management
Michigan
$5.34M +$5.34M +168,419 New
IAS
545
Insigneo Advisory Services
Florida
$5.32M +$849K +26,752 +19%
JSL
546
JT Stratford LLC
Georgia
$5.3M +$3.11K +98 +0.1%
Envestnet Portfolio Solutions
547
Envestnet Portfolio Solutions
Illinois
$5.29M +$3.1M +97,585 +141%
KNFPWM
548
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.26M -$28.7K -905 -0.5%
HH
549
Hilltop Holdings
Texas
$5.26M +$2.45M +77,239 +87%
CFM
550
Compass Financial Management
Florida
$5.26M +$5.1M +160,913 New