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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
701
Gladstone Institutional Advisory
Florida
$801K +$13.6K +561 +2%
BC
702
Bartlett & Co
Ohio
$800K -$21.3K -876 -2%
BCWM
703
Bartlett & Co Wealth Management
Ohio
$800K -$21.3K -876 -2%
CMBA
704
C.M. Bidwell & Associates
Hawaii
$798K -$437 -18 -0%
FA
705
FDx Advisors
Illinois
$796K -$170K -6,993 -16%
BIM
706
Baldwin Investment Management
Pennsylvania
$795K -$408K -16,812 -32%
Fisher Asset Management
707
Fisher Asset Management
Washington
$787K +$139K +5,721 +19%
TFS
708
TrustCore Financial Services
Tennessee
$779K +$17K +699 +2%
BC
709
Barnett & Company
Tennessee
$778K -$288K -11,838 -25%
CA
710
CapWealth Advisors
Tennessee
$777K +$79.7K +3,279 +10%
CT
711
Caldwell Trust
Florida
$773K +$182K +7,503 +27%
WTC
712
WhitTier Trust Company
Nevada
$752K -$1.05M -43,137 -56%
BDFN
713
Bond & Devick Financial Network
Minnesota
$750K +$194K +8,004 +31%
PCA
714
Personal Capital Advisors
California
$747K +$167K +6,855 +25%
VCAM
715
Van Cleef Asset Management
Ohio
$735K -$15.2K -624 -2%
JIP
716
Jaffetilchin Investment Partners
Florida
$733K -$995K -40,974 -55%
OC
717
Oarsman Capital
Wisconsin
$732K -$8.24K -339 -1%
CBC
718
Coombe, Bender & Co
New York
$728K +$4.74K +195 +0.6%
RJT
719
Raymond James Trust
Florida
$719K +$323K +13,308 +69%
SWRP
720
Summit Wealth & Retirement Planning
California
$713K -$272K -11,181 -26%
KWM
721
Kingsview Wealth Management
Oregon
$710K -$3.72K -153 -0.5%
OIM
722
Opus Investment Management
Massachusetts
$709K +$149K +6,120 +24%
MHS
723
M Holdings Securities
Oregon
$708K +$127K +5,214 +19%
NSIM
724
North Star Investment Management
Illinois
$707K
BCM
725
Brasada Capital Management
Texas
$701K +$50.7K +2,088 +7%