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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
951
Aspen Investment Management
Michigan
$254K +$253K +9,675 New
AWG
952
Altus Wealth Group
Colorado
$253K +$251K +9,603 New
CC
953
Cadinha & Co
Hawaii
$252K – – –
PFA
954
Pure Financial Advisors
California
$251K +$79 +3 +0%
MWM
955
Modera Wealth Management
New Jersey
$251K +$50.2K +1,917 +25%
IWS
956
Insight Wealth Strategies
California
$249K +$248K +9,489 New
HFA
957
HC Financial Advisors
California
$246K +$1.02K +39 +0.4%
RCA
958
Resonant Capital Advisors
Wisconsin
$244K -$9.27K -354 -4%
GSWM
959
Golden State Wealth Management
California
$244K +$707 +27 +0.3%
MA
960
MUFG Americas
New York
$244K +$180K +6,864 +286%
PO
961
Private Ocean
California
$243K +$79 +3 +0%
NFSG
962
Newbridge Financial Services Group
Florida
$241K +$864 +33 +0.4%
DI
963
DFPG Investments
Utah
$240K -$707 -27 -0.3%
ODIJL
964
One Day In July LLC
Vermont
$240K – – –
FNBT
965
FineMark National Bank & Trust
Florida
$237K -$2.51K -96 -1%
BAM
966
Bosun Asset Management
Illinois
$237K – – –
PAM
967
Peak Asset Management
Colorado
$237K – – –
RWA
968
Redmont Wealth Advisors
Illinois
$237K – – –
I2I
969
Insight 2811 Inc
Illinois
$236K +$235K +8,970 New
TWM
970
Thrive Wealth Management
Pennsylvania
$235K -$51.3K -1,959 -18%
SFP
971
Strategic Financial Partners
Oregon
$235K +$1.49K +57 +0.6%
CFS
972
Capital Financial Services
New York
$234K +$233K +8,898 New
VWM
973
Vigilare Wealth Management
Arizona
$233K +$1.73K +66 +0.7%
PAM
974
Pegasus Asset Management
New York
$233K +$4.71K +180 +2%
RGC
975
Roberts, Glore & Co
Illinois
$232K – – –
37 38
39
40 41