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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
CGN Advisors
Kansas
$836K +$82.1K +3,012 +11%
GWM
977
Greenhouse Wealth Management
Connecticut
$832K +$6.62K +243 +0.8%
LC
978
Landaas & Company
Wisconsin
$832K – – –
CPA
979
Clear Point Advisors
New York
$830K +$8.42K +309 +1%
FCM
980
Firestone Capital Management
Florida
$828K +$15.3K +561 +2%
VCAM
981
Van Cleef Asset Management
Ohio
$826K +$9.07K +333 +1%
KC
982
Kingfisher Capital
North Carolina
$821K +$7.44K +273 +0.9%
RWM
983
Rench Wealth Management
Texas
$820K -$29.5K -1,083 -4%
BW
984
Basepoint Wealth
Iowa
$818K -$4.09K -150 -0.5%
CWM
985
Connecticut Wealth Management
Connecticut
$818K – – –
MWA
986
Moser Wealth Advisors
Washington
$818K +$88.3K +3,240 +13%
AFO
987
Allie Family Office
Florida
$815K -$27.2K -999 -3%
FC
988
Fusion Capital
South Carolina
$814K -$1.23K -45 -0.2%
BCM
989
Brasada Capital Management
Texas
$805K -$26.6K -975 -3%
MSA
990
McAlister Sweet & Associates
Texas
$805K -$3.27K -120 -0.4%
LWM
991
Lyell Wealth Management
California
$804K -$34.7K -1,275 -4%
SWA
992
Strategies Wealth Advisors
Michigan
$794K -$5.56K -204 -0.7%
MPCL
993
My Personal CFO LLC
Washington
$788K +$8.74K +321 +1%
CB
994
Chris Bulman
California
$787K +$761K +27,948 New
SC
995
Soundwatch Capital
Connecticut
$786K +$760K +27,909 New
I
996
INVST
Indiana
$786K -$28.7K -1,053 -4%
CP
997
Capital Planning
Washington
$785K +$187K +6,861 +33%
GC
998
Grimes & Company
Massachusetts
$784K +$493K +18,093 +186%
EI
999
Ellevest Inc
New York
$778K +$572 +21 +0.1%
AA
1000
Ancora Advisors
Ohio
$777K +$28.4K +1,041 +4%
38 39
40
41 42