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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
776
StoneX Group
New York
$2.69M -$1.08M -34,081 -29%
MCC
777
Money Concepts Capital
Florida
$2.69M +$107K +3,373 +4%
BBPWM
778
Blue Bell Private Wealth Management
Pennsylvania
$2.69M -$39.4K -1,242 -1%
LA
779
Latitude Advisors
Florida
$2.68M +$125K +3,932 +5%
WFS
780
WealthGarden F.S.
California
$2.67M +$65.3K +2,058 +3%
BFS
781
Boyer Financial Services
California
$2.67M +$34.1K +1,076 +1%
EFS
782
Essex Financial Services
Connecticut
$2.66M +$214K +6,736 +9%
WKWM
783
Walter & Keenan Wealth Management
Indiana
$2.66M +$4.98K +157 +0.2%
PAS
784
PKS Advisory Services
New York
$2.66M +$977K +30,797 +58%
CAP
785
Columbia Advisory Partners
Washington
$2.64M -$8.44K -266 -0.3%
SFPG
786
Stonebridge Financial Planning Group
Florida
$2.64M -$183K -5,761 -6%
FWP
787
Forefront Wealth Partners
Texas
$2.64M +$791K +24,922 +43%
FWM
788
FMA Wealth Management
Massachusetts
$2.64M -$254K -7,992 -9%
JFG
789
JMG Financial Group
Illinois
$2.62M +$205K +6,471 +8%
FNBOMD
790
First National Bank of Mount Dora
Florida
$2.61M – – –
WB
791
WesBanco Bank
West Virginia
$2.61M -$190 -6 -0%
SHFP
792
Second Half Financial Partners
Florida
$2.61M +$51.5K +1,623 +2%
CCM
793
Canal Capital Management
Virginia
$2.61M +$1.17M +36,834 +81%
BJL
794
Brighton Jones LLC
Washington
$2.61M -$326K -10,291 -11%
RFP
795
Root Financial Partners
California
$2.6M +$6.5K +205 +0.3%
CPG
796
Cornerstone Planning Group
New Jersey
$2.6M -$103K -3,259 -4%
BMCM
797
Bryn Mawr Capital Management
Pennsylvania
$2.6M -$32.4K -1,020 -1%
BB
798
Bell Bank
North Dakota
$2.59M +$441K +13,911 +20%
FC
799
Fairscale Capital
New Hampshire
$2.59M +$116K +3,664 +5%
BL
800
Balentine LLC
Georgia
$2.58M – – –
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