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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1026
Colorado Capital Management
Colorado
$1.06M +$9.84K +362 +0.9%
GGS
1027
Galvin Gaustad & Stein
Arizona
$1.06M -$305K -11,220 -23%
MFG
1028
Magnus Financial Group
New York
$1.06M +$130K +4,764 +14%
GAM
1029
Gotham Asset Management
New York
$1.05M – – –
RK
1030
Rather & Kittrell
Tennessee
$1.05M – – –
RIL
1031
Rothschild Investment LLC
Illinois
$1.05M +$187K +6,860 +22%
SIC
1032
Salem Investment Counselors
North Carolina
$1.04M -$659K -24,224 -39%
YWM
1033
Yoder Wealth Management
California
$1.04M -$40.8K -1,500 -4%
GJIA
1034
Glass Jacobson Investment Advisors
Maryland
$1.04M -$32K -1,178 -3%
IWP
1035
Insight Wealth Partners
Texas
$1.04M +$14.6K +536 +1%
BWL
1036
Bogart Wealth LLC
Virginia
$1.02M -$122K -4,484 -11%
MC
1037
Moors & Cabot
Massachusetts
$1.02M +$87.1K +3,203 +9%
CAM
1038
Carret Asset Management
New York
$1.02M +$242K +8,912 +32%
MCM
1039
MidAtlantic Capital Management
Virginia
$1.02M -$59.7K -2,195 -6%
SC
1040
Soundwatch Capital
Connecticut
$1.02M +$159K +5,841 +19%
FWI
1041
Facet Wealth Inc
Maryland
$1.01M +$277K +10,176 +42%
SW
1042
SVB Wealth
Massachusetts
$1.01M -$471K -17,308 -32%
EWM
1043
Elmwood Wealth Management
California
$1M +$994K +36,548 New
TCM
1044
TD Capital Management
Tennessee
$999K -$24.9K -917 -2%
CNFG
1045
Creegan & Nassoura Financial Group
New Hampshire
$993K -$14.1K -519 -1%
FWP
1046
FAS Wealth Partners
Kansas
$990K -$6.85K -252 -0.7%
NCM
1047
Narwhal Capital Management
Georgia
$979K -$14.3K -525 -1%
HWA
1048
Heritage Wealth Architects
Minnesota
$977K -$139K -5,114 -13%
MWP
1049
Meridian Wealth Partners
Pennsylvania
$975K -$375K -13,806 -28%
KFP
1050
KMG Fiduciary Partners
Ohio
$972K +$315K +11,596 +49%
40 41
42
43 44