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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1151
Signet Financial Management
New Jersey
$431K +$698 +27 +0.2%
IC
1152
IEQ Capital
California
$431K -$34.2K -1,323 -8%
DWG
1153
Darden Wealth Group
Michigan
$428K +$109K +4,221 +36%
SWMG
1154
Sanchez Wealth Management Group
Florida
$425K – – –
OFS
1155
OMC Financial Services
New York
$424K +$408K +15,774 New
NP
1156
NorthRock Partners
Minnesota
$421K -$29.5K -1,143 -5%
1SB
1157
1ST Source Bank
Indiana
$420K – – –
BFC
1158
Bedel Financial Consulting
Indiana
$420K +$78 +3 +0%
CFS
1159
Cannon Financial Strategists
Georgia
$420K +$88.3K +3,417 +28%
DI
1160
Disciplined Investments
Oklahoma
$419K – – –
TFGT
1161
TS Financial Group (TSFG)
Illinois
$417K -$1.51M -58,497 -79%
NG
1162
Norden Group
Utah
$416K +$400K +15,495 New
YIH
1163
Y-Intercept (HK)
Hong Kong
$415K +$399K +15,441 New
KCM
1164
Kathmere Capital Management
Pennsylvania
$415K – – –
AIM
1165
Aspen Investment Management
Michigan
$414K +$7.83K +303 +2%
DSC
1166
Duncker Streett & Co
Missouri
$411K +$78 +3 +0%
RWP
1167
Ridgecrest Wealth Partners
California
$410K +$78 +3 +0%
CAM
1168
Costello Asset Management
Pennsylvania
$410K +$80.1K +3,102 +26%
M1FG
1169
Mach-1 Financial Group
Arkansas
$409K +$10.9K +423 +3%
DP
1170
DDD Partners
Washington
$408K -$37.4M -1,449,261 -99%
NCM
1171
Next Capital Management
New York
$408K -$3.25K -126 -0.8%
CTWM
1172
Cherry Tree Wealth Management
Minnesota
$407K +$48.4K +1,875 +14%
MFWP
1173
Mosaic Family Wealth Partners
Missouri
$406K – – –
ORC
1174
O'Rourke & Company
Massachusetts
$406K +$69.3K +2,682 +22%
TF
1175
Tenon Financial
New Jersey
$406K +$390K +15,105 New
45 46
47
48 49