SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1026
Wealth Alliance Advisory Group
Kansas
$206K – – –
CA
1027
Cornerstone Advisory
Maryland
$206K +$763 +30 +0.3%
CIC
1028
Carnegie Investment Counsel
Ohio
$205K +$17.3K +681 +9%
TFCP
1029
Twin Focus Capital Partners
Massachusetts
$203K – – –
MWP
1030
Moller Wealth Partners
$201K – – –
SFG
1031
Synergy Financial Group
California
$201K – – –
GC
1032
GFG Capital
Florida
$201K +$5.11K +201 +2%
GTAM
1033
Global Trust Asset Management
Florida
$196K -$815K -32,031 -80%
PFGIA
1034
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$75.4K +2,964 +60%
MDCM
1035
Morgan Dempsey Capital Management
Wisconsin
$188K +$201K +7,893 New
AIC
1036
Archer Investment Corporation
Indiana
$187K -$3.89K -153 -2%
TCOV
1037
Trust Company of Vermont
Vermont
$183K – – –
AWM
1038
Aberdeen Wealth Management
Illinois
$179K – – –
RBC
1039
Roble Belko & Company
Pennsylvania
$178K +$229 +9 +0.1%
PK
1040
Pflug Koory
Nebraska
$170K +$11.1K +435 +6%
WWMSC
1041
Wagner Wealth Management (South Carolina)
South Carolina
$166K -$174K -6,822 -50%
FCA
1042
FinTrust Capital Advisors
South Carolina
$156K -$32.5K -1,278 -16%
WWM
1043
Wolff Wiese Magana
California
$156K +$9.01K +354 +6%
EW
1044
Element Wealth
Mississippi
$154K – – –
MRCM
1045
M&R Capital Management
New Jersey
$151K +$5.57K +219 +4%
FFA
1046
Fairfield Financial Advisors
Massachusetts
$146K +$120K +4,716 +336%
SN
1047
Sittner & Nelson
Oregon
$143K – – –
DWMG
1048
DB Wealth Management Group
California
$142K – – –
FPFS
1049
First Personal Financial Services
North Carolina
$142K – – –
TCWA
1050
Ten Capital Wealth Advisors
Washington
$138K – – –
40 41
42
43 44