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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
1201
Millennium Management
New York
$568K -$1.3M -45,904 -69%
FFM
1202
Forum Financial Management
Illinois
$563K +$105K +3,693 +22%
SCA
1203
Sage Capital Advisors
South Dakota
$559K +$2.27K +80 +0.4%
HIC
1204
Holderness Investments Company
North Carolina
$559K -$10.9K -383 -2%
ORC
1205
O'Rourke & Company
Massachusetts
$557K +$4.83K +170 +0.8%
C
1206
Certuity
Florida
$557K +$108K +3,800 +39%
TC
1207
Trilogy Capital
California
$554K +$3.1K +109 +0.5%
FA
1208
FC Advisory
Pennsylvania
$552K +$4.41K +155 +0.8%
CAM
1209
Carret Asset Management
New York
$548K +$76.2K +2,679 +15%
KFA
1210
Kelleher Financial Advisors
New York
$547K – – –
TP
1211
Tranquility Partners
Tennessee
$547K +$11.8K +416 +2%
WCWM
1212
Wooster Corthell Wealth Management
Connecticut
$546K +$569K +20,002 New
PAMG
1213
Patton Albertson Miller Group
Tennessee
$546K -$8.61K -303 -1%
TPW
1214
Tiller Private Wealth
Pennsylvania
$546K -$15K -528 -3%
MCP
1215
Mirador Capital Partners
California
$546K +$9.87K +347 +2%
HIS
1216
Horizon Investment Services
Indiana
$544K -$102K -3,572 -15%
BSTWA
1217
Blake Schutter Theil Wealth Advisors
Ohio
$542K +$1.56K +55 +0.3%
FSBI
1218
Fearless Solutions (Best Invest)
Texas
$542K +$564K +19,828 New
HA
1219
Herold Advisors
New York
$542K +$5.66K +199 +1%
OWM
1220
OneAscent Wealth Management
Alabama
$538K -$120K -4,222 -18%
S
1221
SignatureFD
Georgia
$538K +$14.3K +504 +3%
CSI
1222
Cross Staff Investments
New York
$536K +$65.3K +2,296 +13%
4WM
1223
49 Wealth Management
Texas
$535K -$82K -2,883 -13%
PVI
1224
Pine Valley Investments
New Jersey
$534K -$4.29K -151 -0.8%
WSFS
1225
Wilmington Savings Fund Society
Delaware
$533K +$390K +13,734 +238%