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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
901
Plancorp LLC
Missouri
$1.35M -$29.4K -1,033 -2%
FCH
902
Freestone Capital Holdings
Washington
$1.35M -$56.4K -1,985 -4%
AG
903
AmeriFlex Group
Nevada
$1.34M +$1.37M +48,233 New
SA
904
Stewardship Advisors
Pennsylvania
$1.33M -$169K -5,962 -11%
RW
905
REDW Wealth
New Mexico
$1.33M +$1.38M +48,503 New
NA
906
Note Advisors
New York
$1.32M +$1.38M +48,385 New
BWM
907
BNC Wealth Management
Oregon
$1.32M -$36.6K -1,286 -3%
NFTC
908
North Forty Two & Co
Oregon
$1.32M +$1.37M +48,158 New
TWM
909
Thrive Wealth Management
Pennsylvania
$1.31M +$20.5K +721 +2%
QCM
910
QRG Capital Management
Illinois
$1.31M +$50.2K +1,766 +4%
EWM
911
Evergreen Wealth Management
Michigan
$1.31M -$93.9K -3,302 -6%
WCM
912
WealthBridge Capital Management
Ohio
$1.3M +$38.7K +1,360 +3%
RCWM
913
Royal Capital Wealth Management
Indiana
$1.3M +$2.42K +85 +0.2%
TNBTD
914
Trustmark National Bank Trust Department
Mississippi
$1.29M -$853 -30 -0.1%
ECA
915
Elevation Capital Advisory
Oregon
$1.28M +$90.7K +3,191 +7%
GI
916
Gradient Investments
Minnesota
$1.28M +$10.1K +356 +0.8%
PWM
917
Paulson Wealth Management
Illinois
$1.28M -$122K -4,299 -8%
VWM
918
Valley Wealth Managers
New Jersey
$1.27M +$5.83K +205 +0.4%
RGF
919
Retirement Guys Formula
Ohio
$1.27M +$3.78K +133 +0.3%
DAS
920
Diversify Advisory Services
Utah
$1.26M -$2.36M -83,042 -64%
MWM
921
MBE Wealth Management
Wisconsin
$1.26M +$17.7K +624 +1%
QCM
922
Quantinno Capital Management
New York
$1.26M +$654K +22,998 +99%
EHAM
923
Eagle Harbor Asset Management
Washington
$1.26M -$20.1K -707 -2%
WMA
924
West Michigan Advisors
Michigan
$1.25M +$6.48K +228 +0.5%
KCM
925
Kanawha Capital Management
Virginia
$1.25M -$103K -3,635 -7%
35 36
37
38 39