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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
901
Tower Research Capital (TRC)
New York
$1.85M +$1.85M +58,200 +80,833%
CAG
902
Carroll Advisory Group
Texas
$1.85M +$177K +5,585 +11%
BDFN
903
Bond & Devick Financial Network
Minnesota
$1.85M +$21.3K +670 +1%
GCA
904
Genesee Capital Advisors
New York
$1.85M -$2.55M -80,512 -58%
CPA
905
Cathy Pareto & Associates
Florida
$1.84M -$171K -5,398 -8%
APIM
906
Agate Pass Investment Management
Washington
$1.84M -$74.3K -2,341 -4%
ES
907
ETF Store
Kansas
$1.84M +$187K +5,882 +11%
WMA
908
West Michigan Advisors
Michigan
$1.83M +$107K +3,370 +6%
BFPW
909
BOK Financial Private Wealth
Colorado
$1.83M -$111K -3,496 -6%
MA
910
Modus Advisors
Minnesota
$1.83M +$32 +1 +0%
NFG
911
Nations Financial Group
Iowa
$1.83M -$11.4M -357,931 -86%
TAM
912
Townsend Asset Management
North Carolina
$1.81M -$1.01K -32 -0.1%
PA
913
Probity Advisors
Texas
$1.81M -$94.4K -2,976 -5%
WIA
914
Westview Investment Advisors
Vermont
$1.81M +$17.6K +556 +1%
NCM
915
Next Capital Management
New York
$1.81M +$508K +16,012 +39%
PFS
916
Prospect Financial Services
New York
$1.81M +$372K +11,716 +26%
OCPWS
917
One Charles Private Wealth Services
Massachusetts
$1.8M – – –
EA
918
Enclave Advisors
Texas
$1.8M -$4.62M -145,476 -72%
CWM
919
Cornerstone Wealth Management
Missouri
$1.8M +$419K +13,201 +30%
FGC
920
First Growth Capital
Maryland
$1.8M – – –
CSA
921
Cottage Street Advisors
Massachusetts
$1.8M -$30.7K -967 -2%
BW
922
BIP Wealth
Georgia
$1.79M +$47K +1,480 +3%
TWM
923
Triton Wealth Management
Arizona
$1.79M +$537K +16,933 +44%
AIA
924
Ally Invest Advisors
North Carolina
$1.78M +$165K +5,198 +10%
ATPW
925
Ashton Thomas Private Wealth
Arizona
$1.77M -$3.06M -96,490 -63%
35 36
37
38 39