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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$36.5M +$60.4K +2,463 +0.2%
AWM
77
AE Wealth Management
Kansas
$36.3M +$6.47M +263,496 +21%
WF
78
Whelan Financial
California
$36.2M +$1.12M +45,576 +3%
SCA
79
Scott Capital Advisors
Oregon
$35.4M +$3.32M +135,444 +10%
RWP
80
Reliant Wealth Planning
Kentucky
$35.1M +$7.56M +308,259 +26%
OIA
81
OneDigital Investment Advisors
Kansas
$34.5M -$20.2M -822,531 -36%
LFS
82
Legacy Financial Strategies
Kansas
$34.5M -$4.59M -186,921 -11%
BPA
83
Beacon Pointe Advisors
California
$34M +$5.83M +237,486 +20%
ETS
84
ESL Trust Services
New York
$34M +$2.31M +94,332 +7%
AWM
85
Axxcess Wealth Management
California
$33.9M +$11.3M +459,687 +47%
NA
86
NewEdge Advisors
Louisiana
$33.4M +$202K +8,214 +0.6%
AT
87
American Trust
Kentucky
$33.1M +$1.11M +45,279 +3%
PWP
88
Principle Wealth Partners
Connecticut
$32.9M +$5.54M +225,579 +19%
SFG
89
Sunburst Financial Group
Alabama
$32.4M +$424K +17,280 +1%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$32.2M +$6.9M +281,157 +26%
WAM
91
WFA Asset Management
Wisconsin
$31.4M +$701K +28,566 +2%
SIA
92
Soltis Investment Advisors
Utah
$31.1M +$131K +5,328 +0.4%
Charles Schwab
93
Charles Schwab
California
$31.1M -$5.25M -213,885 -14%
FFS
94
Founders Financial Securities
Maryland
$30.3M +$2.13M +86,649 +7%
KWA
95
Kellett Wealth Advisors
Ohio
$29.4M -$2.17M -88,344 -7%
EA
96
Evergreen Advisors
Tennessee
$29.4M +$292K +11,898 +1%
WMS
97
Wealth Management Solutions
Pennsylvania
$29.3M -$496K -20,229 -2%
AWC
98
Adamsbrown Wealth Consultants
Kansas
$29.2M -$274K -11,166 -0.9%
CWM
99
Cedar Wealth Management
California
$29.2M +$957K +38,982 +3%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$28.8M +$530K +21,606 +2%