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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1101
GFG Capital
Florida
$237K +$6.74K +273 +3%
GFS
1102
GYL Financial Synergies
Connecticut
$234K +$229K +9,297 New
WFM
1103
Wolff Financial Management
Michigan
$234K +$74 +3 +0%
KA
1104
Klingman & Associates
New York
$232K +$228K +9,219 New
ETIA
1105
Epic Trust Investment Advisors
Washington
$232K -$181K -7,344 -44%
SFP
1106
Strategic Financial Partners
Oregon
$232K +$2.07K +84 +0.9%
PAM
1107
Pegasus Asset Management
New York
$232K +$227K +9,207 New
RWA
1108
Redmont Wealth Advisors
Illinois
$230K -$19K -771 -8%
ODIJL
1109
One Day In July LLC
Vermont
$229K – – –
KDA
1110
Kraft Davis & Associates
Missouri
$229K +$221K +8,952 New
BAM
1111
Bosun Asset Management
Illinois
$227K +$222K +9,000 New
PAM
1112
Peak Asset Management
Colorado
$227K +$222K +9,000 New
ODG
1113
O'Dell Group
Ohio
$226K +$207K +8,394 +1,450%
CA
1114
Continuum Advisory
Idaho
$226K +$221K +8,967 New
CWM
1115
Concentric Wealth Management
California
$226K +$221K +8,955 New
CCFM
1116
Clear Creek Financial Management
Washington
$225K +$221K +8,955 New
TWM
1117
Thrive Wealth Management
Pennsylvania
$225K +$221K +8,946 New
RCA
1118
Resonant Capital Advisors
Wisconsin
$225K +$221K +8,943 New
PWM
1119
Pacific Wealth Management
California
$224K +$220K +8,913 New
RGC
1120
Roberts, Glore & Co
Illinois
$222K +$218K +8,835 New
TCM
1121
Traynor Capital Management
Pennsylvania
$221K +$217K +8,784 New
CWA
1122
Continuum Wealth Advisors
New York
$220K +$215K +8,718 New
FA
1123
Fountainhead AM
New Jersey
$219K +$214K +8,679 New
FWA
1124
Freedom Wealth Alliance
Wisconsin
$219K +$214K +8,688 New
XS
1125
XR Securities
Illinois
$219K +$214K +8,682 New
43 44
45
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