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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1026
Precedent Wealth Partners
Texas
$717K +$154K +5,643 +28%
LIM
1027
Loudon Investment Management
New Hampshire
$715K +$66.1K +2,427 +11%
AP
1028
Appleton Partners
Massachusetts
$715K -$4.99K -183 -0.7%
RIL
1029
Rothschild Investment LLC
Illinois
$712K +$16K +588 +2%
CD
1030
Chapin Davis
Maryland
$710K -$14.5K -534 -2%
PA
1031
Promethium Advisors
Maryland
$708K +$685K +25,140 New
TPW
1032
Transatlantique Private Wealth
New York
$708K -$87.4K -3,207 -11%
KFI
1033
Key Financial Inc
Pennsylvania
$705K – – –
ODIJL
1034
One Day In July LLC
Vermont
$703K – – –
FFC
1035
First Financial Corp
Indiana
$703K -$15K -549 -2%
RA
1036
Ransom Advisory
Rhode Island
$699K +$82.2K +3,018 +14%
DJSG
1037
D.J. St. Germain
Massachusetts
$696K -$65.5K -2,403 -9%
KFP
1038
KMG Fiduciary Partners
Ohio
$696K +$673K +24,690 New
SPA
1039
Sentinel Pension Advisors
Massachusetts
$693K -$175K -6,435 -21%
NSAM
1040
North Star Asset Management
Wisconsin
$693K +$52.6K +1,932 +9%
SHJ
1041
Sharkey, Howes & Javer
Colorado
$693K +$59.9K +2,199 +10%
BCG
1042
Breakwater Capital Group
New Jersey
$690K +$32K +1,176 +5%
IPAM
1043
Investment Partners Asset Management
New Jersey
$690K +$163 +6 +0%
SC
1044
Stephens Consulting
Michigan
$687K -$65.5K -2,403 -9%
CPIA
1045
Cornell Pochily Investment Advisors
New York
$682K +$7.6K +279 +1%
FLPIM
1046
F.L. Putnam Investment Management
Massachusetts
$681K -$25.4K -933 -4%
PPWM
1047
Perissos Private Wealth Management
Oklahoma
$680K +$25.2K +924 +4%
OWM
1048
OneAscent Wealth Management
Alabama
$674K +$652K +23,919 New
DWMS
1049
Dominguez Wealth Management Solutions
Virginia
$669K +$4.41K +162 +0.7%
NHC
1050
Nicholas Hoffman & Company
Georgia
$662K +$12.7K +465 +2%
40 41
42
43 44