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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
726
CHB Investment Group
Pennsylvania
$2.67M +$21.3K +765 +0.8%
MCM
727
Mengis Capital Management
Oregon
$2.67M +$21.8K +783 +0.8%
ZIG
728
Zullo Investment Group
Pennsylvania
$2.67M +$94.6K +3,393 +4%
BWM
729
BKM Wealth Management
Wisconsin
$2.67M +$324K +11,623 +14%
WCG
730
Weaver Consulting Group
California
$2.66M -$56.8K -2,036 -2%
LCM
731
Liberty Capital Management
Michigan
$2.66M +$593K +21,273 +29%
ACG
732
Allen Capital Group
Nebraska
$2.64M -$13.8K -495 -0.5%
BWA
733
Beam Wealth Advisors
Louisiana
$2.64M +$14K +503 +0.5%
MWA
734
Medallion Wealth Advisors
Connecticut
$2.63M +$207K +7,430 +9%
EA
735
Enclave Advisors
Texas
$2.63M -$21.3K -765 -0.8%
CFO
736
Collective Family Office
Pennsylvania
$2.63M -$6.11K -219 -0.2%
PCM
737
Pennsylvania Capital Management
Pennsylvania
$2.61M -$3.62M -129,775 -58%
WF
738
Welch & Forbes
Massachusetts
$2.61M – – –
VA
739
Vident Advisory
Georgia
$2.6M -$38.4K -1,379 -1%
FA
740
Fermata Advisors
California
$2.6M +$139K +4,983 +6%
SFPG
741
Stonebridge Financial Planning Group
Florida
$2.58M -$19.2K -690 -0.7%
VFA
742
Valeo Financial Advisors
Indiana
$2.57M +$587K +21,056 +30%
OC
743
Optima Capital
Oregon
$2.56M +$388K +13,923 +18%
CFA
744
CWS Financial Advisors
Michigan
$2.56M +$319K +11,433 +14%
CT
745
Caldwell Trust
Florida
$2.55M +$43.5K +1,559 +2%
CT
746
Clearstead Trust
Maine
$2.54M -$10K -360 -0.4%
SF
747
Synovus Financial
Georgia
$2.52M +$53.3K +1,911 +2%
LF
748
LifeSteps Financial
California
$2.52M +$630K +22,617 +34%
BWAM
749
Boyd Watterson Asset Management
Ohio
$2.52M – – –
BBA
750
BLB&B Advisors
Pennsylvania
$2.51M -$186K -6,669 -7%
28 29
30
31 32