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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
1126
Red Crane Wealth Management
California
$689K -$16.5K -604 -2%
FIG
1127
FSA Investment Group
Florida
$689K +$6.47K +237 +1%
ACA
1128
American Capital Advisory
Idaho
$686K +$4.01K +147 +0.6%
I
1129
INVST
Indiana
$686K -$60.7K -2,226 -8%
XT
1130
XTX Topco
Cayman Islands
$686K -$144K -5,270 -17%
IIL
1131
Insight Inv LLC
California
$682K +$681K +24,974 New
LF
1132
LifePlan Financial
Minnesota
$680K +$3.27K +120 +0.5%
EIA
1133
Eldridge Investment Advisors
New Hampshire
$680K -$285K -10,452 -30%
GC
1134
Grimes & Company
Massachusetts
$679K +$84.8K +3,110 +14%
CPA
1135
Clear Point Advisors
New York
$678K -$64.8K -2,377 -9%
PAG
1136
Paladin Advisory Group
Iowa
$677K -$3.31M -121,300 -83%
JFGIW
1137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$675K +$764 +28 +0.1%
CAWM
1138
Capital Advisors Wealth Management
Washington
$672K +$25.9K +951 +4%
BHBT
1139
Burke & Herbert Bank & Trust
Virginia
$669K +$372K +13,630 +125%
BIG
1140
Brookwood Investment Group
Arizona
$668K +$59K +2,163 +10%
RWP
1141
Ridgecrest Wealth Partners
California
$666K +$20.5K +753 +3%
LIM
1142
Loudon Investment Management
New Hampshire
$664K -$179K -6,565 -21%
FWI
1143
Facet Wealth Inc
Maryland
$664K +$664K +24,326 New
NSG
1144
Nalls Sherbakoff Group
Tennessee
$664K – – –
TCOT
1145
Trust Company of Toledo
Ohio
$663K +$27.3K +1,000 +4%
DWMS
1146
Dominguez Wealth Management Solutions
Virginia
$654K -$3.77K -138 -0.6%
LAIC
1147
Lederer & Associates Investment Counsel
California
$653K -$34.1K -1,250 -5%
BWP
1148
Bernardo Wealth Planning
Pennsylvania
$652K +$111K +4,085 +21%
KFP
1149
KMG Fiduciary Partners
Ohio
$651K -$24K -881 -4%
SPWM
1150
Schrum Private Wealth Management
Florida
$651K +$4.56K +167 +0.7%
44 45
46
47 48