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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1151
Sanchez Wealth Management Group
Florida
$410K – – –
1SB
1152
1ST Source Bank
Indiana
$405K – – –
CFS
1153
Cannon Financial Strategists
Georgia
$405K – – –
ESB
1154
Essex Savings Bank
Connecticut
$403K +$8.43K +324 +2%
NG
1155
Norden Group
Utah
$402K – – –
TFGT
1156
TS Financial Group (TSFG)
Illinois
$401K -$1.56K -60 -0.4%
FFM
1157
Forum Financial Management
Illinois
$400K +$192K +7,365 +91%
SP
1158
Successful Portfolios
Florida
$398K +$50.3K +1,932 +14%
DSC
1159
Duncker Streett & Co
Missouri
$396K – – –
LFA
1160
Legacy Financial Advisors
Kentucky
$395K -$25.5K -978 -6%
BFC
1161
Bedel Financial Consulting
Indiana
$395K -$9.76K -375 -2%
AIMC
1162
Alley Investment Management Company
Illinois
$393K +$5.78K +222 +1%
CTWM
1163
Cherry Tree Wealth Management
Minnesota
$393K – – –
TF
1164
Tenon Financial
New Jersey
$392K – – –
DP
1165
DDD Partners
Washington
$391K -$2.11K -81 -0.5%
CWA
1166
CM Wealth Advisors
Ohio
$390K -$62.9K -2,418 -14%
FNBT
1167
FineMark National Bank & Trust
Florida
$390K -$31.7K -1,218 -7%
GA
1168
GoalVest Advisory
New York
$389K – – –
HWM
1169
Heirloom Wealth Management
Colorado
$389K – – –
FP
1170
Financial Perspectives
Minnesota
$389K +$2.34K +90 +0.6%
FFO
1171
Fiduciary Family Office
Florida
$389K – – –
SLA
1172
Silver Lake Advisory
Utah
$388K +$26.8K +1,029 +7%
WP
1173
Wealthspan Partners
Iowa
$387K +$150K +5,748 +63%
PS
1174
Planned Solutions
California
$386K +$19.2K +738 +5%
CWM
1175
Castle Wealth Management
Florida
$383K – – –
45 46
47
48 49