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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
1226
Matrix Asset Advisors
New York
$519K +$366 +14 +0.1%
OWP
1227
Obermeyer Wealth Partners
Colorado
$518K -$131 -5 -0%
AIM
1228
Aspen Investment Management
Michigan
$517K +$66.3K +2,537 +15%
ZIM
1229
Zacks Investment Management
Illinois
$516K -$523K -20,013 -51%
FSBI
1230
Fearless Solutions (Best Invest)
Texas
$510K -$15.4K -590 -3%
SHA
1231
Seneca House Advisors
Virginia
$508K +$23.7K +909 +5%
AFS
1232
Access Financial Services
Minnesota
$508K -$65.8K -2,519 -12%
BW
1233
Basepoint Wealth
Iowa
$507K -$6.5K -249 -1%
PMSA
1234
Patrick M. Sweeney & Associates
Illinois
$507K +$72.9K +2,790 +18%
WT
1235
Whittier Trust
California
$504K – – –
CPA
1236
Cardiff Park Advisors
California
$503K -$516K -19,767 -51%
MHR
1237
Matthew Hamilton Rosenberg
$501K +$98K +3,752 +25%
KLCM
1238
KG&L Capital Management
Louisiana
$501K +$193K +7,376 +64%
FCP
1239
Fidelis Capital Partners
Florida
$499K – – –
M1FG
1240
Mach-1 Financial Group
Arkansas
$498K -$172K -6,578 -26%
RMC
1241
Ring Mountain Capital
California
$497K -$1.12K -43 -0.2%
SPA
1242
Sentinel Pension Advisors
Massachusetts
$494K -$152K -5,833 -24%
NAS
1243
Nicolet Advisory Services
Wisconsin
$493K +$488K +18,701 New
PP
1244
PDS Planning
Ohio
$490K -$11K -423 -2%
OFS
1245
Oldfather Financial Services
Nebraska
$490K -$67K -2,564 -12%
CT
1246
Colonial Trust
South Carolina
$489K – – –
SWA
1247
Sightline Wealth Advisors
Connecticut
$485K +$1.31K +50 +0.3%
DWM
1248
Destination Wealth Management
California
$484K -$124K -4,746 -21%
TA
1249
TFG Advisers
Michigan
$484K +$70.8K +2,711 +17%
SAM
1250
Strategy Asset Managers
California
$483K +$211K +8,095 +80%
48 49
50
51 52