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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
876
Headlands Technologies
Illinois
$948K +$648K +24,879 +213%
VC
877
Vicus Capital
Pennsylvania
$948K +$99.9K +3,837 +12%
PB
878
Pinnacle Bancorp
Nebraska
$942K -$71K -2,727 -7%
MW
879
Marcum Wealth
Ohio
$942K +$286K +10,974 +43%
AWA
880
Aaron Wealth Advisors
Illinois
$941K -$4.68K -180 -0.5%
AG
881
Ascent Group
Virginia
$940K +$11.3K +435 +1%
FWP
882
FAS Wealth Partners
Kansas
$931K +$46.5K +1,788 +5%
GBWM
883
Granite Bay Wealth Management
New Hampshire
$931K -$261K -10,023 -22%
BCWM
884
Bartlett & Co Wealth Management
Ohio
$928K +$46.2K +1,773 +5%
PJSIMP
885
P.J. Schmidt Investment Management (PJS)
Wisconsin
$925K +$40.8K +1,566 +5%
IGWM
886
ICA Group Wealth Management
Colorado
$922K -$905K -34,758 -49%
GWMI
887
Guardian Wealth Management (Illinois)
Illinois
$909K +$40K +1,536 +5%
MWP
888
Madison Wealth Partners
Wisconsin
$904K -$44.5K -1,710 -5%
PFS
889
Prospect Financial Services
New York
$904K +$201K +7,740 +29%
MFA
890
Morling Financial Advisors
California
$901K – – –
WB
891
Webster Bank
Connecticut
$901K +$15.2K +585 +2%
MM
892
Meridian Management
Arkansas
$899K +$13K +498 +1%
CSA
893
Cottage Street Advisors
Massachusetts
$897K +$43.7K +1,677 +5%
CMBA
894
C.M. Bidwell & Associates
Hawaii
$895K -$21.8K -837 -2%
CCFM
895
Clear Creek Financial Management
Washington
$894K +$5.54K +213 +0.6%
DAS
896
Diversify Advisory Services
Utah
$894K +$246K +9,444 +37%
FA
897
Faithward Advisors
Pennsylvania
$893K -$400K -15,369 -31%
CCM
898
Colorado Capital Management
Colorado
$892K – – –
CHJWM
899
Carlton Hofferkamp & Jenks Wealth Management
Texas
$887K +$13.3K +510 +2%
MSAM
900
Moloney Securities Asset Management
Missouri
$884K -$13K -501 -1%
34 35
36
37 38