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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
901
Inspire Advisors
Idaho
$1.37M +$1.37M +50,266 New
PFBT
902
Parkside Financial Bank & Trust
Missouri
$1.37M +$136K +4,985 +11%
EHAM
903
Eagle Harbor Asset Management
Washington
$1.37M +$300 +11 +0%
HAP
904
Harbor Asset Planning
Massachusetts
$1.36M +$12.8K +471 +1%
AIM
905
Aspen Investment Management
Michigan
$1.36M +$830K +30,417 +156%
EFG
906
Ethos Financial Group
Pennsylvania
$1.36M +$32.7K +1,200 +2%
GGS
907
Galvin Gaustad & Stein
Arizona
$1.36M +$105K +3,860 +8%
GWMI
908
Guardian Wealth Management (Illinois)
Illinois
$1.35M -$59.5K -2,181 -4%
MWP
909
Meridian Wealth Partners
Pennsylvania
$1.35M -$508K -18,624 -27%
PWP
910
Precedent Wealth Partners
Texas
$1.35M -$79.1K -2,898 -6%
WIC
911
Woodmont Investment Counsel
Tennessee
$1.34M -$2.73K -100 -0.2%
ES
912
ETF Store
Kansas
$1.34M +$70.6K +2,588 +6%
CS
913
Capital Square
Tennessee
$1.33M -$1.2M -43,910 -47%
XPN
914
XY Planning Network
Montana
$1.31M – – –
BMA
915
Brooks Moore & Associates
Tennessee
$1.31M -$569K -20,850 -91%
BW
916
BXM Wealth
Colorado
$1.3M -$206K -7,563 -13%
RCWM
917
Royal Capital Wealth Management
Indiana
$1.3M +$2.59K +95 +0.2%
WMA
918
West Michigan Advisors
Michigan
$1.3M -$223K -8,178 -15%
TCA
919
Transcend Capital Advisors
New Jersey
$1.3M -$20.6K -754 -2%
CCFM
920
Clear Creek Financial Management
Washington
$1.28M +$20.2K +741 +2%
RWP
921
RWA Wealth Partners
Massachusetts
$1.27M +$22.6K +828 +2%
1CP
922
17 Capital Partners
Arizona
$1.27M -$35.2K -1,290 -3%
DI
923
Disciplined Investors
Texas
$1.26M -$14.3K -525 -1%
SFC
924
SYM Financial Corp
Indiana
$1.25M -$38.1K -1,395 -3%
TCM
925
TruNorth Capital Management
Michigan
$1.24M +$28.9K +1,058 +2%
35 36
37
38 39