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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1176
Destination Wealth Management
California
$231K -$78K -3,264 -25%
QCM
1177
Quantinno Capital Management
New York
$230K – – –
GC
1178
GFG Capital
Florida
$230K +$1.07K +45 +0.5%
KA
1179
Klingman & Associates
New York
$229K +$2.08K +87 +0.9%
TFCP
1180
Twin Focus Capital Partners
Massachusetts
$228K – – –
SFP
1181
Strategic Financial Partners
Oregon
$227K +$2.08K +87 +0.9%
WP
1182
WealthSource Partners
California
$226K -$23.4K -978 -9%
BFP
1183
Beacon Financial Planning
Massachusetts
$224K +$222K +9,273 New
CWM
1184
Concentric Wealth Management
California
$219K +$1.07K +45 +0.5%
PCFFS
1185
Pacific Center for Financial Services
California
$219K +$1.94K +81 +0.9%
AFA
1186
Atlas Financial Advisors
California
$218K +$3.87K +162 +2%
BAM
1187
Bosun Asset Management
Illinois
$218K – – –
OWA
1188
Outlook Wealth Advisors
Texas
$217K +$215K +8,985 New
SFO
1189
Stokes Family Office
Louisiana
$217K +$214K +8,961 New
FCM
1190
Fortis Capital Management
Washington
$216K +$213K +8,913 New
PWM
1191
Pacific Wealth Management
California
$216K – – –
ACP
1192
Aviance Capital Partners
Florida
$214K +$860 +36 +0.4%
ACM
1193
AlphaStar Capital Management
North Carolina
$214K +$211K +8,850 New
PA
1194
Perennial Advisors
New York
$214K -$38.7K -1,620 -15%
RGC
1195
Roberts, Glore & Co
Illinois
$214K – – –
CIS
1196
Continental Investors Services
Washington
$214K +$207K +8,652 New
CWM
1197
ClientFirst Wealth Management
Arkansas
$213K – – –
LWM
1198
LJI Wealth Management
Indiana
$212K +$210K +8,778 New
BCG
1199
Breakwater Capital Group
New Jersey
$212K +$209K +8,766 New
PEA
1200
Park Edge Advisors
Ohio
$210K -$82.5K -3,453 -28%
46 47
48
49 50