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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1101
Sandbox Financial Partners
Maryland
$238K -$44.4K -1,797 -16%
GC
1102
GFG Capital
Florida
$237K +$6.74K +273 +3%
GFS
1103
GYL Financial Synergies
Connecticut
$234K +$229K +9,297 New
WFM
1104
Wolff Financial Management
Michigan
$234K +$74 +3 +0%
KA
1105
Klingman & Associates
New York
$232K +$228K +9,219 New
ETIA
1106
Epic Trust Investment Advisors
Washington
$232K -$181K -7,344 -44%
SFP
1107
Strategic Financial Partners
Oregon
$232K +$2.07K +84 +0.9%
PAM
1108
Pegasus Asset Management
New York
$232K +$227K +9,207 New
RWA
1109
Redmont Wealth Advisors
Illinois
$230K -$19K -771 -8%
ODIJL
1110
One Day In July LLC
Vermont
$229K – – –
KDA
1111
Kraft Davis & Associates
Missouri
$229K +$221K +8,952 New
BAM
1112
Bosun Asset Management
Illinois
$227K +$222K +9,000 New
PAM
1113
Peak Asset Management
Colorado
$227K +$222K +9,000 New
ODG
1114
O'Dell Group
Ohio
$226K +$207K +8,394 +1,450%
CA
1115
Continuum Advisory
Idaho
$226K +$221K +8,967 New
CWM
1116
Concentric Wealth Management
California
$226K +$221K +8,955 New
CCFM
1117
Clear Creek Financial Management
Washington
$225K +$221K +8,955 New
TWM
1118
Thrive Wealth Management
Pennsylvania
$225K +$221K +8,946 New
RCA
1119
Resonant Capital Advisors
Wisconsin
$225K +$221K +8,943 New
PWM
1120
Pacific Wealth Management
California
$224K +$220K +8,913 New
RGC
1121
Roberts, Glore & Co
Illinois
$222K +$218K +8,835 New
TCM
1122
Traynor Capital Management
Pennsylvania
$221K +$217K +8,784 New
CWA
1123
Continuum Wealth Advisors
New York
$220K +$215K +8,718 New
FA
1124
Fountainhead AM
New Jersey
$219K +$214K +8,679 New
FWA
1125
Freedom Wealth Alliance
Wisconsin
$219K +$214K +8,688 New
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