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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
976
Sand Hill Global Advisors
California
$843K -$32.3K -1,185 -4%
CA
977
CGN Advisors
Kansas
$836K +$82.1K +3,012 +11%
GWM
978
Greenhouse Wealth Management
Connecticut
$832K +$6.62K +243 +0.8%
LC
979
Landaas & Company
Wisconsin
$832K – – –
CPA
980
Clear Point Advisors
New York
$830K +$8.42K +309 +1%
FCM
981
Firestone Capital Management
Florida
$828K +$15.3K +561 +2%
VCAM
982
Van Cleef Asset Management
Ohio
$826K +$9.07K +333 +1%
KC
983
Kingfisher Capital
North Carolina
$821K +$7.44K +273 +0.9%
RWM
984
Rench Wealth Management
Texas
$820K -$29.5K -1,083 -4%
BW
985
Basepoint Wealth
Iowa
$818K -$4.09K -150 -0.5%
CWM
986
Connecticut Wealth Management
Connecticut
$818K – – –
MWA
987
Moser Wealth Advisors
Washington
$818K +$88.3K +3,240 +13%
AFO
988
Allie Family Office
Florida
$815K -$27.2K -999 -3%
FC
989
Fusion Capital
South Carolina
$814K -$1.23K -45 -0.2%
BCM
990
Brasada Capital Management
Texas
$805K -$26.6K -975 -3%
MSA
991
McAlister Sweet & Associates
Texas
$805K -$3.27K -120 -0.4%
LWM
992
Lyell Wealth Management
California
$804K -$34.7K -1,275 -4%
SWA
993
Strategies Wealth Advisors
Michigan
$794K -$5.56K -204 -0.7%
MPCL
994
My Personal CFO LLC
Washington
$788K +$8.74K +321 +1%
CB
995
Chris Bulman
California
$787K +$761K +27,948 New
SC
996
Soundwatch Capital
Connecticut
$786K +$760K +27,909 New
I
997
INVST
Indiana
$786K -$28.7K -1,053 -4%
CP
998
Capital Planning
Washington
$785K +$187K +6,861 +33%
GC
999
Grimes & Company
Massachusetts
$784K +$493K +18,093 +186%
EI
1000
Ellevest Inc
New York
$778K +$572 +21 +0.1%
38 39
40
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