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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1001
FinTrust Capital Advisors
South Carolina
$211K +$62.6K +2,577 +40%
WA
1002
WESPAC Advisors
California
$211K +$231K +9,528 New
DI
1003
DFPG Investments
Utah
$209K -$1.09K -45 -0.5%
LFG
1004
Lockerman Financial Group
California
$208K +$228K +9,396 New
PMFA
1005
Plante Moran Financial Advisors
Michigan
$206K +$142K +5,853 +169%
MA
1006
MUFG Americas
New York
$205K – – –
WFM
1007
Wolff Financial Management
Michigan
$205K – – –
LNWWM
1008
Laird Norton Wetherby Wealth Management
California
$204K +$223K +9,195 New
BOM
1009
Bank of Marin
California
$203K -$105K -4,320 -32%
GC
1010
GFG Capital
Florida
$203K +$17.1K +702 +8%
ODIJL
1011
One Day In July LLC
Vermont
$202K – – –
SFP
1012
Strategic Financial Partners
Oregon
$202K +$2.04K +84 +0.9%
PCFFS
1013
Pacific Center for Financial Services
California
$195K +$1.97K +81 +0.9%
HPC
1014
HM Payson & Co
Maine
$189K -$289K -11,898 -58%
GTAM
1015
Global Trust Asset Management
Florida
$182K – – –
UB
1016
UMB Bank
Missouri
$179K -$290K -11,949 -60%
AIC
1017
Archer Investment Corporation
Indiana
$175K +$1.82K +75 +1%
TCOV
1018
Trust Company of Vermont
Vermont
$170K – – –
FHA
1019
First Horizon Advisors
Tennessee
$166K -$146K -5,994 -44%
AWM
1020
Aberdeen Wealth Management
Illinois
$166K – – –
WWMSC
1021
Wagner Wealth Management (South Carolina)
South Carolina
$155K +$1.6K +66 +0.9%
MRCM
1022
M&R Capital Management
New Jersey
$155K +$16K +660 +10%
WWM
1023
Wolff Wiese Magana
California
$146K +$1.24K +51 +0.8%
AWM
1024
Accel Wealth Management
Iowa
$145K +$18.1K +744 +14%
EW
1025
Element Wealth
Mississippi
$143K – – –
39 40
41
42 43