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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
601
Latitude Advisors
Florida
$1.32M +$172K +7,089 +13%
HIC
602
Hartline Investment Corp
Illinois
$1.32M +$1.45M +59,730 New
BWA
603
Beam Wealth Advisors
Louisiana
$1.31M +$334K +13,728 +30%
BBPWM
604
Blue Bell Private Wealth Management
Pennsylvania
$1.28M +$43.4K +1,785 +3%
SFG
605
Sage Financial Group
Pennsylvania
$1.27M -$37.3K -1,536 -3%
IGWM
606
ICA Group Wealth Management
Colorado
$1.27M +$5.47K +225 +0.4%
BWM
607
BNC Wealth Management
Oregon
$1.25M +$6.92K +285 +0.5%
SWM
608
Silverlake Wealth Management
Vermont
$1.24M +$56K +2,307 +4%
YWP
609
YorkBridge Wealth Partners
New York
$1.24M -$152K -6,255 -10%
SIC
610
Salem Investment Counselors
North Carolina
$1.23M -$1.46K -60 -0.1%
MCM
611
Mengis Capital Management
Oregon
$1.22M -$17.4K -717 -1%
OWM
612
Opes Wealth Management
California
$1.21M -$28.1K -1,155 -2%
PPW
613
Pasadena Private Wealth
California
$1.21M +$64.6K +2,661 +5%
BCMO
614
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$161K -6,615 -11%
SBIA
615
Sheaff Brock Investment Advisors
Indiana
$1.2M +$3.21K +132 +0.2%
TPA
616
Trivium Point Advisory
Connecticut
$1.2M +$91.2K +3,753 +8%
FWI
617
Facet Wealth Inc
Maryland
$1.19M -$99.2K -4,083 -8%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$1.19M +$87.5K +3,600 +7%
NFC
619
Northeast Financial Consultants
Connecticut
$1.17M +$562K +23,148 +78%
OF
620
Outfitter Financial
Maine
$1.16M +$34.6K +1,425 +3%
DTC
621
Davidson Trust Company
Washington
$1.16M +$1.6K +66 +0.1%
CHA
622
Carmichael Hill & Associates
Maryland
$1.16M -$377K -15,507 -23%
DP
623
DDD Partners
Washington
$1.15M -$92.9K -3,822 -7%
WFG
624
Wills Financial Group
Virginia
$1.13M +$219 +9 +0%
BWAM
625
Boyd Watterson Asset Management
Ohio
$1.12M – – –
23 24
25
26 27