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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1101
Badgley Phelps Wealth Managers
Washington
$841K +$98.1K +3,609 +13%
MM
1102
Meridian Management
Arkansas
$833K -$8.81K -324 -1%
SP
1103
SWS Partners
Ohio
$832K – – –
BAMG
1104
Brand Asset Management Group
Missouri
$829K -$35K -1,289 -4%
TNBTD
1105
Trustmark National Bank Trust Department
Mississippi
$829K -$32.6K -1,200 -4%
CAM
1106
CPA Asset Management
Florida
$824K -$127K -4,681 -13%
IWS
1107
Integrity Wealth Solutions
Colorado
$824K +$817K +30,053 New
SA
1108
Sunesis Advisors
Kansas
$823K – – –
AO
1109
Advisor OS
Illinois
$822K +$243K +8,945 +43%
CSPIA
1110
Cary Street Partners Investment Advisory
Virginia
$821K +$580K +21,323 +248%
BONH
1111
Bank of New Hampshire
New Hampshire
$818K -$10.7K -395 -1%
OC
1112
Oarsman Capital
Wisconsin
$818K -$2.07K -76 -0.3%
SF
1113
Steffes Financial
Kansas
$817K +$810K +29,780 New
DWP
1114
Daymark Wealth Partners
Ohio
$817K +$38.7K +1,424 +5%
AGC
1115
August Group Capital
$813K +$806K +29,646 New
CWM
1116
Connecticut Wealth Management
Connecticut
$812K – – –
LOWM
1117
Laurel Oak Wealth Management
New Jersey
$812K +$805K +29,594 New
BHBT
1118
Burke & Herbert Bank & Trust
Virginia
$811K +$137K +5,045 +21%
PMFA
1119
Plante Moran Financial Advisors
Michigan
$810K +$459K +16,869 +133%
BWM
1120
BNC Wealth Management
Oregon
$804K -$364K -13,381 -31%
VAS
1121
Valicenti Advisory Services
New York
$803K -$38.9K -1,430 -5%
CCA
1122
Carrera Capital Advisors
Michigan
$802K +$341K +12,554 +75%
CA
1123
CGN Advisors
Kansas
$800K -$50.2K -1,847 -6%
TBC
1124
Ted Buchan & Co
California
$798K +$94K +3,456 +13%
TC
1125
TFR Capital
Texas
$795K -$9.84K -362 -1%
43 44
45
46 47