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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1226
Straight Path Wealth Management
Michigan
$299K +$643 +27 +0.2%
SAM
1227
Seelaus Asset Management
New Jersey
$298K +$75.1K +3,150 +37%
NC
1228
NovaPoint Capital
Georgia
$298K +$280K +11,739 New
CAM
1229
Carret Asset Management
New York
$297K +$50.9K +2,136 +22%
BHWM
1230
Beaird Harris Wealth Management
Texas
$297K +$4K +168 +1%
DWG
1231
Darden Wealth Group
Michigan
$297K +$278K +11,685 New
BPWM
1232
Badgley Phelps Wealth Managers
Washington
$296K +$23.2K +975 +9%
EWM
1233
Executive Wealth Management
Michigan
$294K +$33.1K +1,389 +14%
BL
1234
BFSG LLC
California
$292K -$2.15K -90 -0.8%
TDC
1235
Thompson Davis & Co
Virginia
$290K -$86.8K -3,642 -24%
MSCM
1236
McElhenny Sheffield Capital Management
Texas
$290K -$2.65K -111 -1%
IP
1237
Ignite Planners
California
$290K -$142K -5,970 -35%
GL
1238
Gerber LLC
Ohio
$288K +$271K +11,367 New
PAM
1239
Pegasus Asset Management
New York
$287K -$2.15K -90 -0.8%
DLCIG
1240
D.L. Carlson Investment Group
New Hampshire
$287K +$286 +12 +0.1%
DAM
1241
Delta Asset Management
Tennessee
$287K +$214 +9 +0.1%
WCM
1242
Washburn Capital Management
Florida
$285K -$2.45M -102,753 -90%
AFA
1243
Atlas Financial Advisors
California
$285K -$203K -8,502 -43%
GC
1244
GFG Capital
Florida
$284K +$16.9K +708 +7%
LRPA
1245
L. Roy Papp & Associates
Arizona
$284K – – –
LCM
1246
Leisure Capital Management
California
$283K -$3.58K -150 -1%
APWA
1247
Atlas Private Wealth Advisors
New Jersey
$281K -$17.2K -723 -6%
EW
1248
Element Wealth
Mississippi
$279K +$35.1K +1,473 +15%
TH
1249
Team Hewins
California
$278K +$261K +10,962 New
EI
1250
Ellevest Inc
New York
$278K -$21.6K -906 -8%
48 49
50
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