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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
876
Fulcrum Capital
Washington
$599K +$587K +23,775 New
JC
877
JB Capital
Connecticut
$598K -$31.9K -1,293 -5%
PO
878
Private Ocean
California
$597K -$157K -6,354 -21%
SAM
879
Sawgrass Asset Management
Florida
$596K +$7.78K +315 +1%
WSTAM
880
Wilbanks Smith & Thomas Asset Management
Virginia
$593K +$4.07K +165 +0.7%
SAM
881
SignalPoint Asset Management
Missouri
$592K +$13K +525 +2%
SPWM
882
Schrum Private Wealth Management
Florida
$588K +$241K +9,762 +72%
AWM
883
Angeles Wealth Management
California
$587K +$95.9K +3,885 +20%
TWA
884
Tillar-Wenstrup Advisors
Ohio
$583K +$571K +23,151 New
AA
885
Advisory Alpha
Michigan
$575K +$136K +5,490 +32%
FWA
886
FSM Wealth Advisors
Ohio
$574K – – –
JFG
887
Jefferies Financial Group
New York
$570K +$559K +22,638 New
WCM
888
Windham Capital Management
Massachusetts
$567K – – –
TPWA
889
TRUE Private Wealth Advisors
Oregon
$562K +$31.2K +1,263 +6%
ES
890
ETF Store
Kansas
$559K +$89.4K +3,621 +20%
TCWA
891
Ten Capital Wealth Advisors
Washington
$558K +$389K +15,774 +247%
SG
892
StoneX Group
New York
$558K -$34.1K -1,383 -6%
CCA
893
Cobblestone Capital Advisors
New York
$557K +$1.33K +54 +0.2%
SB
894
Sunflower Bank
Texas
$556K +$245K +9,924 +82%
SIC
895
Sigma Investment Counselors
Michigan
$552K +$444 +18 +0.1%
HIC
896
Holderness Investments Company
North Carolina
$552K +$518 +21 +0.1%
PFGIA
897
Patriot Financial Group Insurance Agency
Massachusetts
$549K +$306K +12,405 +72%
MPW
898
MGO Private Wealth
California
$547K -$10.4K -420 -2%
RZH
899
Relyea Zuckerberg Hanson
Connecticut
$546K +$299K +12,114 +127%
LBC
900
Lowe Brockenbrough & Co
Virginia
$545K +$19.5K +792 +4%
34 35
36
37 38