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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1076
Orcam Financial Group
California
$774K -$2.62K -96 -0.3%
DWP
1077
Daymark Wealth Partners
Ohio
$774K +$337K +12,369 +77%
ORC
1078
O'Rourke & Company
Massachusetts
$773K +$82.3K +3,018 +12%
LWM
1079
Level Wealth Management
North Carolina
$772K +$4.01K +147 +0.5%
CAM
1080
Carret Asset Management
New York
$772K +$47.8K +1,751 +7%
OA
1081
Oxbow Advisors
Texas
$771K +$361K +13,236 +88%
DP
1082
DDD Partners
Washington
$768K -$31.9M -1,167,861 -98%
RWM
1083
Rench Wealth Management
Texas
$761K -$30.1K -1,102 -4%
VAG
1084
VisionPoint Advisory Group
Texas
$758K -$31.9K -1,169 -4%
FCM
1085
Firestone Capital Management
Florida
$757K -$126K -4,602 -14%
NHC
1086
Nicholas Hoffman & Company
Georgia
$757K +$302K +11,088 +67%
IFWM
1087
Institute for Wealth Management
Colorado
$753K -$80.8K -2,963 -10%
BCM
1088
Brasada Capital Management
Texas
$753K – – –
NSAM
1089
North Star Asset Management
Wisconsin
$753K +$33.1K +1,214 +5%
WCM
1090
Weik Capital Management
Pennsylvania
$751K -$8.32K -305 -1%
WB
1091
Webster Bank
Connecticut
$749K -$200K -7,329 -21%
SWA
1092
Strategies Wealth Advisors
Michigan
$747K -$14.5K -530 -2%
FC
1093
Fusion Capital
South Carolina
$743K +$109K +4,013 +17%
PB
1094
Pinnacle Bancorp
Nebraska
$742K -$146K -5,343 -16%
BPWM
1095
Badgley Phelps Wealth Managers
Washington
$739K +$2.29K +84 +0.3%
HR
1096
Howe & Rusling
New York
$737K -$23.7K -868 -3%
SAM
1097
Sawgrass Asset Management
Florida
$736K +$3.96K +145 +0.5%
HKIM
1098
Hayek Kallen Investment Management
Alabama
$735K -$165K -6,035 -18%
SWRP
1099
Summit Wealth & Retirement Planning
California
$733K +$12.4K +453 +2%
RRWA
1100
Rainey & Randall Wealth Advisors
Florida
$731K +$4.12K +151 +0.6%
42 43
44
45 46