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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
926
TruNorth Capital Management
Michigan
$1.24M +$28.9K +1,058 +2%
HTC
927
Haverford Trust Company
Pennsylvania
$1.24M +$228K +8,345 +23%
HNB
928
Hilltop National Bank
Wyoming
$1.23M – – –
EWM
929
Evergreen Wealth Management
Michigan
$1.23M -$57.3K -2,100 -4%
BFG
930
Bleakley Financial Group
New Jersey
$1.22M -$228K -8,372 -16%
WCM
931
WealthBridge Capital Management
Ohio
$1.22M -$65K -2,383 -5%
WWA
932
Wingate Wealth Advisors
Massachusetts
$1.22M -$208K -7,621 -15%
WAL
933
W Advisors LLC
Tennessee
$1.22M +$110K +4,047 +10%
CAI
934
Capital Advisors Inc
Oklahoma
$1.21M +$58.4K +2,140 +5%
WOC
935
West Oak Capital
California
$1.21M -$520K -19,050 -30%
RF
936
RHS Financial
California
$1.21M -$49.4K -1,809 -4%
GAA
937
Guardian Asset Advisors
Pennsylvania
$1.2M -$630K -23,085 -34%
CRI
938
Commonwealth Retirement Investments
Virginia
$1.2M -$252K -9,227 -17%
FWSM
939
First Wilshire Securities Management
California
$1.2M – – –
SWP
940
Summit Wealth Partners
Florida
$1.19M +$101K +3,718 +9%
JSW
941
Journey Strategic Wealth
New Jersey
$1.19M -$1.83M -67,015 -61%
AFO
942
Allie Family Office
Florida
$1.18M +$3.79K +139 +0.3%
MSWM
943
McGlone Suttner Wealth Management
Wisconsin
$1.17M +$4.28K +157 +0.4%
BWM
944
BNC Wealth Management
Oregon
$1.17M -$29.7K -1,090 -2%
CIA
945
Compass Ion Advisors
Pennsylvania
$1.16M -$62K -2,271 -5%
MSA
946
Marino Stram & Associates
Massachusetts
$1.16M +$2.24K +82 +0.2%
WTA
947
Washington Trust Advisors
Massachusetts
$1.16M +$11.9K +437 +1%
JIC
948
Joel Isaacson & Co
New York
$1.16M +$2.7K +99 +0.2%
LC
949
Landaas & Company
Wisconsin
$1.16M – – –
AT
950
American Trust
Kentucky
$1.15M +$674K +24,693 +140%
36 37
38
39 40