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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1151
Creekside Partners
California
$881K +$209K +6,877 +31%
TC
1152
TFR Capital
Texas
$881K -$7.83K -258 -0.9%
BFA
1153
Beacon Financial Advisory
Ohio
$879K +$20.7K +684 +2%
RRWA
1154
Rainey & Randall Wealth Advisors
Florida
$877K +$50K +1,647 +6%
KFI
1155
Key Financial Inc
Pennsylvania
$876K +$97.7K +3,220 +13%
LWM
1156
Level Wealth Management
North Carolina
$876K -$71.2K -2,347 -8%
B
1157
Bailard
California
$876K – – –
CWM
1158
CCG Wealth Management
California
$872K +$1.76K +58 +0.2%
SPWM
1159
Schrum Private Wealth Management
Florida
$871K +$55K +1,813 +7%
VCM
1160
Vivaldi Capital Management
Illinois
$870K +$440K +14,521 +105%
FCBT
1161
First Citizens Bank & Trust
North Carolina
$868K +$440K +14,490 +105%
NFC
1162
Northstar Financial Companies
Pennsylvania
$867K +$282K +9,291 +49%
UWPG
1163
Ullmann Wealth Partners Group
Florida
$866K +$312K +10,285 +57%
BWM
1164
BNC Wealth Management
Oregon
$864K -$34.2K -1,129 -4%
AGC
1165
August Group Capital
$864K -$44.7K -1,472 -5%
OFG
1166
Orcam Financial Group
California
$856K +$364 +12 +0%
CWM
1167
CMH Wealth Management
New Hampshire
$851K +$841K +27,735 New
C
1168
Certuity
Florida
$848K +$30 +1 +0%
RWP
1169
Ridgecrest Wealth Partners
California
$847K -$1.79K -59 -0.2%
AWA
1170
Arete Wealth Advisors
Illinois
$846K +$145K +4,786 +21%
SFG
1171
Sage Financial Group
Pennsylvania
$844K -$5.58K -184 -0.7%
BCM
1172
Brasada Capital Management
Texas
$844K – – –
BWP
1173
Bernardo Wealth Planning
Pennsylvania
$842K +$8.37K +276 +1%
CWA
1174
Crusonia Wealth Advisors
Colorado
$840K +$22.9K +755 +3%
CCA
1175
Cadent Capital Advisors
Oklahoma
$834K +$587K +19,340 +246%
45 46
47
48 49