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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RK
901
Rather & Kittrell
Tennessee
$1.08M – – –
SLWA
902
San Luis Wealth Advisors
California
$1.08M +$20.2K +741 +2%
CCFM
903
Clear Creek Financial Management
Washington
$1.08M +$104K +3,801 +11%
ACA
904
Atlas Capital Advisors
Wyoming
$1.06M -$11.4K -417 -1%
VFG
905
Valley Financial Group
Pennsylvania
$1.06M -$40.6K -1,491 -4%
MFA
906
Morling Financial Advisors
California
$1.06M +$77.2K +2,832 +8%
SWA
907
SOA Wealth Advisors
New York
$1.06M -$17.1K -627 -2%
CSA
908
Cottage Street Advisors
Massachusetts
$1.06M +$78.8K +2,892 +8%
HIP
909
HUB Investment Partners
Texas
$1.06M +$301K +11,055 +42%
IWP
910
Insight Wealth Partners
Texas
$1.05M +$133K +4,872 +15%
SF
911
Summit Financial
New Jersey
$1.03M +$362K +13,299 +57%
AWA
912
Aaron Wealth Advisors
Illinois
$1.02M +$1.31K +48 +0.1%
VFA
913
Valeo Financial Advisors
Indiana
$1.02M +$157K +5,769 +19%
MM
914
Meridian Management
Arkansas
$1.02M +$39.3K +1,443 +4%
FWP
915
FAS Wealth Partners
Kansas
$1.02M +$4.33K +159 +0.4%
PJSIMP
916
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M +$4.9K +180 +0.5%
MWP
917
Madison Wealth Partners
Wisconsin
$992K +$8.83K +324 +0.9%
BFA
918
Beaumont Financial Advisors
Massachusetts
$992K -$77.5K -2,844 -7%
CW
919
Code Waechter
Florida
$991K +$958K +35,175 New
CCM
920
Coldstream Capital Management
Washington
$986K +$52.2K +1,917 +6%
PB
921
Pinnacle Bancorp
Nebraska
$983K -$39K -1,431 -4%
BWM
922
Buska Wealth Management
Wisconsin
$981K +$513K +18,822 +118%
CCM
923
Colorado Capital Management
Colorado
$980K +$9.89K +363 +1%
BAWC
924
Boyce & Associates Wealth Consulting
Texas
$980K +$30.3K +1,113 +3%
WB
925
Webster Bank
Connecticut
$980K – – –
35 36
37
38 39