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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
701
Greytown Advisors
Florida
$2.15M – – –
MWA
702
Muirfield Wealth Advisors
North Carolina
$2.15M -$12.3K -477 -0.6%
LA
703
Legacy Advisors
Pennsylvania
$2.14M -$37.6K -1,455 -2%
V
704
ViaWealth
Kansas
$2.12M +$106K +4,122 +6%
PCMC
705
Planning Capital Management Corporation
Pennsylvania
$2.11M -$893K -34,563 -31%
SAM
706
Secure Asset Management
Michigan
$2.11M +$46.5K +1,800 +2%
WWS
707
Wellington Wealth Strategies
Indiana
$2.11M +$2.03M +78,420 New
APIM
708
Agate Pass Investment Management
Washington
$2.1M -$556K -21,504 -22%
S
709
Sachetta
Massachusetts
$2.09M – – –
WF
710
Warner Financial
Maryland
$2.07M +$142K +5,502 +8%
LF
711
LifeSteps Financial
California
$2.07M -$28.5K -1,104 -1%
AGM
712
Alpine Global Management
New York
$2.07M +$1.99M +76,965 New
O3W
713
Omni 360 Wealth
New Jersey
$2.07M +$92.7K +3,588 +5%
HCA
714
Heck Capital Advisors
Wisconsin
$2.06M -$8.68K -336 -0.4%
BWAM
715
Boyd Watterson Asset Management
Ohio
$2.05M +$224K +8,661 +13%
PGFC
716
Peapack-Gladstone Financial Corp
New Jersey
$2.05M +$90K +3,483 +5%
RF
717
RHS Financial
California
$2.04M -$1.78K -69 -0.1%
HNB
718
Huntington National Bank
Ohio
$2.03M – – –
JCM
719
Janney Capital Management
Pennsylvania
$2.02M -$21.1K -816 -1%
ADL
720
Asset Dedication LLC
California
$2.01M -$31.7K -1,227 -2%
AWE
721
Avidian Wealth Enterprises
Texas
$2M -$79.4K -3,075 -4%
APW
722
Aurora Private Wealth
New Jersey
$2M -$20K -774 -1%
WCM
723
Whitener Capital Management
North Carolina
$1.99M +$138K +5,346 +8%
EFG
724
Ehrlich Financial Group
California
$1.98M +$45.8K +1,773 +2%
IAA
725
Independent Advisor Alliance
North Carolina
$1.94M +$245K +9,471 +15%
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