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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1001
AlphaQ Advisors
Florida
$423K +$37.8K +1,581 +10%
LWM
1002
Lodestone Wealth Management
Washington
$422K +$3.44K +144 +0.8%
BAWC
1003
Boyce & Associates Wealth Consulting
Texas
$422K +$22.2K +930 +6%
WTC
1004
WhitTier Trust Company
Nevada
$421K -$525K -21,984 -56%
CSI
1005
Cross Staff Investments
New York
$421K -$9.68K -405 -2%
RWP
1006
RWA Wealth Partners
Massachusetts
$420K +$18.1K +756 +5%
WWG
1007
West Wealth Group
California
$420K +$415K +17,358 New
EIP
1008
Ellis Investment Partners
Pennsylvania
$420K +$3.87K +162 +0.9%
ME
1009
McIlrath & Eck
Washington
$419K – – –
KCFA
1010
Key Client Fiduciary Advisors
New Jersey
$417K +$12.5K +525 +3%
RI
1011
Ridgewood Investments
New Jersey
$414K +$12.2K +510 +3%
SB
1012
Sunflower Bank
Texas
$413K -$66.2K -2,769 -14%
SIMG
1013
Sonora Investment Management Group
Arizona
$411K -$39.1K -1,635 -9%
CAM
1014
Clark Asset Management
New Hampshire
$411K – – –
CC
1015
Commons Capital
Massachusetts
$407K +$143 +6 +0%
AP
1016
Adero Partners
California
$405K +$21.5K +900 +6%
IIC
1017
Ironwood Investment Counsel
Arizona
$404K -$6.24K -261 -2%
RFN
1018
RDA Financial Network
Iowa
$402K +$195K +8,175 +97%
OFG
1019
Omega Financial Group
California
$400K -$46.1K -1,929 -10%
NP
1020
NorthRock Partners
Minnesota
$395K -$113K -4,725 -22%
OPWM
1021
Oxinas Partners Wealth Management
Indiana
$394K +$388K +16,257 New
BFC
1022
Bedel Financial Consulting
Indiana
$390K -$8.74K -366 -2%
ECM
1023
Evergreen Capital Management
Washington
$387K +$51.5K +2,157 +16%
AIMC
1024
Alley Investment Management Company
Illinois
$386K +$3.66K +153 +1%
LAM
1025
LifePro Asset Management
California
$383K -$635K -26,586 -63%
39 40
41
42 43