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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1051
Ransom Advisory
Rhode Island
$565K -$3.9K -150 -0.7%
HOWA
1052
Heritage Oak Wealth Advisors
Florida
$562K +$564K +21,663 New
AA
1053
AlphaQ Advisors
Florida
$559K -$5.23K -201 -0.9%
BWA
1054
Bordeaux Wealth Advisors
California
$555K -$580K -22,290 -51%
FCA
1055
Fortis Capital Advisors
Kansas
$554K -$10.3K -396 -2%
IAG
1056
Investmark Advisory Group
Connecticut
$552K -$56.5K -2,172 -9%
PCA
1057
Prosperity Capital Advisors
Ohio
$551K -$385K -14,805 -41%
CP
1058
Capital Planning
Washington
$550K -$425K -16,320 -44%
RCM
1059
Rain Capital Management
Oregon
$537K – – –
VHAM
1060
Van Hulzen Asset Management
California
$534K -$63.6K -2,445 -11%
HIC
1061
Holderness Investments Company
North Carolina
$533K -$6.4K -246 -1%
OFS
1062
OMC Financial Services
New York
$533K +$125K +4,785 +30%
TPW
1063
Tiller Private Wealth
Pennsylvania
$532K +$52.3K +2,010 +11%
PVI
1064
Pine Valley Investments
New Jersey
$532K -$47.7K -1,833 -8%
RWP
1065
Ridgecrest Wealth Partners
California
$530K +$135K +5,175 +34%
CCA
1066
Cobblestone Capital Advisors
New York
$529K -$66.4K -2,550 -11%
MC
1067
Moors & Cabot
Massachusetts
$528K -$64.4K -2,475 -11%
FC
1068
Forte Capital
New York
$527K -$10.2K -390 -2%
SA
1069
SpiderRock Advisors
Delaware
$527K +$94.9K +3,645 +22%
CIA
1070
Covington Investment Advisors
Pennsylvania
$525K +$16.5K +633 +3%
SCA
1071
Sage Capital Advisors
South Dakota
$524K – – –
MCP
1072
Mirador Capital Partners
California
$523K -$22.4K -861 -4%
TC
1073
Trilogy Capital
California
$523K +$316K +12,153 +152%
KFA
1074
Kelleher Financial Advisors
New York
$519K – – –
MWM
1075
Mission Wealth Management
California
$516K -$8.75M -336,099 -94%
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