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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1201
Sage Capital Advisors
South Dakota
$559K +$2.27K +80 +0.4%
HIC
1202
Holderness Investments Company
North Carolina
$559K -$10.9K -383 -2%
ORC
1203
O'Rourke & Company
Massachusetts
$557K +$4.83K +170 +0.8%
C
1204
Certuity
Florida
$557K +$108K +3,800 +39%
TC
1205
Trilogy Capital
California
$554K +$3.1K +109 +0.5%
FA
1206
FC Advisory
Pennsylvania
$552K +$4.41K +155 +0.8%
CAM
1207
Carret Asset Management
New York
$548K +$76.2K +2,679 +15%
KFA
1208
Kelleher Financial Advisors
New York
$547K – – –
TP
1209
Tranquility Partners
Tennessee
$547K +$11.8K +416 +2%
WCWM
1210
Wooster Corthell Wealth Management
Connecticut
$546K +$569K +20,002 New
PAMG
1211
Patton Albertson Miller Group
Tennessee
$546K -$8.61K -303 -1%
TPW
1212
Tiller Private Wealth
Pennsylvania
$546K -$15K -528 -3%
MCP
1213
Mirador Capital Partners
California
$546K +$9.87K +347 +2%
HIS
1214
Horizon Investment Services
Indiana
$544K -$102K -3,572 -15%
BSTWA
1215
Blake Schutter Theil Wealth Advisors
Ohio
$542K +$1.56K +55 +0.3%
FSBI
1216
Fearless Solutions (Best Invest)
Texas
$542K +$564K +19,828 New
HA
1217
Herold Advisors
New York
$542K +$5.66K +199 +1%
OWM
1218
OneAscent Wealth Management
Alabama
$538K -$120K -4,222 -18%
S
1219
SignatureFD
Georgia
$538K +$14.3K +504 +3%
CSI
1220
Cross Staff Investments
New York
$536K +$65.3K +2,296 +13%
4WM
1221
49 Wealth Management
Texas
$535K -$82K -2,883 -13%
PVI
1222
Pine Valley Investments
New Jersey
$534K -$4.29K -151 -0.8%
WSFS
1223
Wilmington Savings Fund Society
Delaware
$533K +$390K +13,734 +238%
CFSG
1224
Community Financial Services Group
Vermont
$533K -$2.95M -103,626 -84%
WP
1225
WMS Partners
Maryland
$532K -$19.2K -677 -3%
47 48
49
50 51