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Schwab US Dividend Equity ETF
SCHD

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