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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
1101
Altus Wealth Group
Colorado
$979K -$223K -7,367 -19%
BAMG
1102
Brand Asset Management Group
Missouri
$978K +$49.8K +1,643 +5%
GC
1103
Grimes & Company
Massachusetts
$973K +$146K +4,829 +18%
CI
1104
Ceera Investments
Texas
$969K +$958K +31,577 New
CSPIA
1105
Cary Street Partners Investment Advisory
Virginia
$964K +$45.2K +1,489 +5%
TC
1106
Trust Company
Kansas
$963K +$178K +5,855 +23%
FC
1107
Fusion Capital
South Carolina
$959K +$80.2K +2,644 +9%
GK
1108
Graney & King
New York
$959K -$367K -12,114 -28%
FFM
1109
Forum Financial Management
Illinois
$957K +$68.1K +2,244 +8%
ORC
1110
O'Rourke & Company
Massachusetts
$954K -$15.7K -516 -2%
ACM
1111
Avalon Capital Management
California
$953K – – –
LCWP
1112
Legacy Capital Wealth Partners
Arkansas
$952K -$385K -12,703 -29%
MWA
1113
MFA Wealth Advisors
Pennsylvania
$949K -$17.3K -571 -2%
JSW
1114
Journey Strategic Wealth
New Jersey
$949K -$85.5K -2,818 -8%
EWM
1115
Evolution Wealth Management
Florida
$948K +$293K +9,655 +45%
WA
1116
Wealth Alliance
New York
$947K -$48.6K -1,601 -5%
PCA
1117
Prosperity Capital Advisors
Ohio
$946K +$88.8K +2,927 +10%
TCM
1118
Telos Capital Management
California
$943K +$271K +8,922 +41%
SC
1119
Soundwatch Capital
Connecticut
$942K -$192K -6,323 -17%
BIG
1120
Brookwood Investment Group
Arizona
$937K +$193K +6,371 +26%
BTWM
1121
Baker Tilly Wealth Management
Wisconsin
$936K -$269K -8,871 -23%
DC
1122
Darrow Company
Massachusetts
$935K -$68.2K -2,247 -7%
TW
1123
Tempo Wealth
Ohio
$932K +$922K +30,383 New
AIM
1124
Advyzon Investment Management
Illinois
$932K +$921K +30,375 New
SP
1125
SWS Partners
Ohio
$930K – – –
43 44
45
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