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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
851
Tenret Company
Florida
$308K -$7.09K -273 -2%
DAM
852
Delta Asset Management
Tennessee
$306K +$156 +6 +0.1%
MC
853
Moors & Cabot
Massachusetts
$306K +$47.2K +1,815 +19%
SFP
854
Sterling Financial Planning
New Jersey
$306K +$159K +6,114 +117%
RZH
855
Relyea Zuckerberg Hanson
Connecticut
$305K +$7.48K +288 +3%
DY
856
Dowling & Yahnke
California
$304K +$66.5K +2,559 +29%
PCM
857
Palouse Capital Management
Washington
$303K +$623 +24 +0.2%
PFGIA
858
Patriot Financial Group Insurance Agency
Massachusetts
$303K +$38.7K +1,488 +15%
CG
859
Corundum Group
Colorado
$302K – – –
CWM
860
Collaborative Wealth Management
Florida
$302K +$291K +11,199 New
EI
861
Ellevest Inc
New York
$301K -$73.7K -2,835 -20%
LRPA
862
L. Roy Papp & Associates
Arizona
$301K – – –
RRC
863
Relaxing Retirement Coach
Massachusetts
$301K – – –
PP
864
PDS Planning
Ohio
$300K +$25.3K +972 +10%
WOC
865
West Oak Capital
California
$300K +$51.5K +1,983 +22%
AGA
866
Arkos Global Advisors
Texas
$300K +$289K +11,130 New
JSW
867
Journey Strategic Wealth
New Jersey
$299K +$288K +11,100 New
PA
868
Perennial Advisors
New York
$297K +$1.17K +45 +0.4%
CWA
869
Clearview Wealth Advisors
Oregon
$296K -$22.9K -882 -7%
DI
870
Disciplined Investments
Oklahoma
$296K +$2.26K +87 +0.8%
WA
871
Wealth Architects
California
$295K +$285K +10,965 New
TWM
872
Thrive Wealth Management
Pennsylvania
$294K +$283K +10,908 New
ZIMP
873
Zimmermann Investment Management & Planning
Pennsylvania
$294K +$284K +10,926 New
GG
874
Gofen & Glossberg
Illinois
$293K -$6.24K -240 -2%
HAC
875
Harbor Advisory Corp
New Hampshire
$293K – – –
33 34
35
36 37