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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
751
Hilltop Holdings
Texas
$2.72M +$97.2K +3,204 +4%
OWM
752
Opes Wealth Management
California
$2.72M -$4.16K -137 -0.2%
CT
753
Caldwell Trust
Florida
$2.72M -$107K -3,536 -4%
PCMNC
754
Piedmont Capital Management (North Carolina)
North Carolina
$2.7M -$6.07K -200 -0.2%
PCA
755
Providence Capital Advisors
North Carolina
$2.7M +$24.1K +795 +0.9%
RAG
756
RIA Advisory Group
Iowa
$2.7M +$77.1K +2,541 +3%
BWM
757
BKM Wealth Management
Wisconsin
$2.69M -$1.15M -37,904 -30%
CWS
758
Cypress Wealth Services
California
$2.68M -$101K -3,317 -4%
VA
759
Vident Advisory
Georgia
$2.66M -$113K -3,738 -4%
WKSWA
760
White Knight Strategic Wealth Advisors
New Jersey
$2.66M -$119K -3,930 -4%
CWAF
761
Core Wealth Advisors (Florida)
Florida
$2.66M +$418K +13,768 +19%
MCA
762
Millennium Capital Advisors
Arkansas
$2.64M -$57.5K -1,895 -2%
FTS
763
Fifth Third Securities
Ohio
$2.64M -$252K -8,304 -9%
BBPWM
764
Blue Bell Private Wealth Management
Pennsylvania
$2.64M -$73.3K -2,417 -3%
PWA
765
Physician Wealth Advisors
Utah
$2.62M +$81.6K +2,689 +3%
CPG
766
Cornerstone Planning Group
New Jersey
$2.61M -$4.35M -143,501 -64%
XPN
767
XY Planning Network
Montana
$2.6M -$121K -3,991 -4%
MFG
768
Magnus Financial Group
New York
$2.6M +$1.4M +46,224 +120%
MIM
769
Macroview Investment Management
Maryland
$2.58M +$37.5K +1,236 +1%
WKWM
770
Walter & Keenan Wealth Management
Indiana
$2.57M -$5.76K -190 -0.2%
CAP
771
Columbia Advisory Partners
Washington
$2.56M -$5.88M -193,825 -70%
BWP
772
BlueStem Wealth Partners
Minnesota
$2.56M -$456K -15,044 -15%
BMCM
773
Bryn Mawr Capital Management
Pennsylvania
$2.55M -$224K -7,382 -8%
JHC
774
J. Hagan Capital
Kentucky
$2.55M +$99K +3,265 +4%
SWM
775
SpringVest Wealth Management
Texas
$2.54M -$75.2K -2,479 -3%
29 30
31
32 33