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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
601
Roman Butler Fullerton & Co
Missouri
$3.67M -$6.86M -241,144 -65%
SC
602
Savoie Capital
Illinois
$3.66M – – –
VCWM
603
Vista Cima Wealth Management
Arizona
$3.63M +$3.78M +133,003 New
CFGSD
604
Compass Financial Group (South Dakota)
South Dakota
$3.61M +$99.8K +3,512 +3%
WA
605
WBH Advisory
Maryland
$3.6M -$49.5K -1,741 -1%
CFSG
606
Clark Financial Services Group
Missouri
$3.58M -$50.3K -1,771 -1%
CNB
607
Camden National Bank
Maine
$3.57M +$359K +12,611 +11%
BRWA
608
B. Riley Wealth Advisors
Florida
$3.56M -$114K -4,020 -3%
SQA
609
Simon Quick Advisors
New Jersey
$3.56M +$59.3K +2,085 +2%
WLIM
610
White Lighthouse Investment Management
Massachusetts
$3.56M +$61.1K +2,149 +2%
GCA
611
Gradient Capital Advisors
California
$3.56M +$7.02K +247 +0.2%
LA
612
LPF Advisors
Florida
$3.56M +$153K +5,382 +4%
OCM
613
Orion Capital Management
California
$3.55M +$106K +3,713 +3%
MW
614
Members Wealth
Pennsylvania
$3.55M +$3.65M +128,225 New
EIG
615
Ellenbecker Investment Group
Wisconsin
$3.52M +$286K +10,058 +8%
EFG
616
Everhart Financial Group
Ohio
$3.51M -$379K -13,320 -9%
TC
617
Trust Company
Kansas
$3.51M +$134K +4,705 +4%
SAM
618
Smartleaf Asset Management
Massachusetts
$3.51M +$124K +4,371 +4%
WFAG
619
Worth Financial Advisory Group
North Carolina
$3.45M -$13.9K -490 -0.4%
EWA
620
EverSource Wealth Advisors
Alabama
$3.45M -$1.52M -53,538 -30%
MA
621
McGrath & Associates
North Carolina
$3.42M +$3.56M +125,336 New
BL
622
BFSG LLC
California
$3.42M +$398K +13,985 +13%
CPP
623
Capasso Planning Partners
South Carolina
$3.42M -$4.21M -148,265 -54%
S
624
Sachetta
Massachusetts
$3.41M +$145K +5,105 +4%
SA
625
Sovran Advisors
California
$3.4M +$3.52M +123,712 New
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