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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
851
Capital Advisors Inc
Oklahoma
$1M +$38.2K +1,602 +4%
TI
852
Truepoint Inc
Ohio
$998K +$37K +1,551 +4%
BFA
853
Beaumont Financial Advisors
Massachusetts
$997K -$2.36K -99 -0.3%
FNT
854
First National Trust
Pennsylvania
$993K +$933K +39,138 New
SWA
855
SOA Wealth Advisors
New York
$993K +$136K +5,691 +17%
PCMC
856
Private Capital Management (Colorado)
Colorado
$990K -$140K -5,883 -13%
EWA
857
Elevate Wealth Advisory
Georgia
$980K +$920K +38,613 New
Fisher Asset Management
858
Fisher Asset Management
Washington
$979K -$352K -14,760 -28%
BDFN
859
Bond & Devick Financial Network
Minnesota
$977K -$185K -7,743 -17%
AA
860
Advisory Alpha
Michigan
$975K -$34.1K -1,431 -4%
GJIA
861
Glass Jacobson Investment Advisors
Maryland
$973K -$220K -9,240 -19%
PFGIA
862
Patriot Financial Group Insurance Agency
Massachusetts
$970K +$159K +6,675 +17%
AWA
863
Arete Wealth Advisors
Illinois
$968K +$171K +7,167 +23%
FLPIM
864
F.L. Putnam Investment Management
Massachusetts
$967K -$106K -4,458 -10%
SWRP
865
Summit Wealth & Retirement Planning
California
$961K +$41.3K +1,734 +5%
Financial Engines Advisors
866
Financial Engines Advisors
California
$954K +$47.2K +1,980 +6%
MA
867
MAS Advisors
Florida
$952K -$2.72K -114 -0.3%
BIA
868
Barry Investment Advisors
Massachusetts
$938K +$881K +36,951 New
WCFA
869
Walkner Condon Financial Advisors
Wisconsin
$937K +$278K +11,667 +46%
TWM
870
Thrive Wealth Management
Pennsylvania
$936K -$3.65K -153 -0.4%
NC
871
Napatree Capital
Rhode Island
$932K +$875K +36,735 New
GAG
872
GM Advisory Group
New York
$931K +$641K +26,895 +274%
SG
873
StoneX Group
New York
$931K +$152K +6,393 +21%
MWP
874
Madison Wealth Partners
Wisconsin
$929K +$642K +26,928 +278%
CA
875
CSM Advisors
Pennsylvania
$927K -$100K -4,200 -10%