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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1251
SVB Wealth
Massachusetts
$715K -$408K -13,443 -37%
OWP
1252
Obermeyer Wealth Partners
Colorado
$713K – – –
MW
1253
Merited Wealth
Florida
$713K +$41K +1,353 +6%
WOSD
1254
WFA of San Diego
California
$707K -$21.6K -712 -3%
BAM
1255
Berkshire Asset Management
Pennsylvania
$707K +$108K +3,568 +18%
KWS
1256
Keystone Wealth Services
California
$707K +$75.9K +2,503 +12%
DWA
1257
Delap Wealth Advisory
Oregon
$704K +$5.7K +188 +0.8%
CWM
1258
Concentrum Wealth Management
California
$704K +$696K +22,946 New
PAG
1259
Paladin Advisory Group
Iowa
$703K – – –
FC
1260
Fulcrum Capital
Washington
$702K – – –
MWA
1261
Meridian Wealth Advisors
Texas
$700K – – –
DQRIM
1262
Dale Q Rice Investment Management
Washington
$700K -$5.43K -179 -0.8%
LWM
1263
Lyell Wealth Management
California
$697K – – –
LWA
1264
Lantern Wealth Advisors
New York
$696K +$35.5K +1,171 +5%
AP
1265
Appleton Partners
Massachusetts
$696K -$4.55K -150 -0.7%
CD
1266
Capital Developers
North Carolina
$694K -$21.5K -708 -3%
S
1267
SignatureFD
Georgia
$693K +$219K +7,230 +47%
EW
1268
Element Wealth
Mississippi
$692K -$19.6K -646 -3%
1WM
1269
1900 Wealth Management
Texas
$691K +$77.7K +2,561 +13%
BWP
1270
Balboa Wealth Partners
Arizona
$689K +$2.12K +70 +0.3%
SLP
1271
Storen Legacy Partners
Indiana
$686K -$28.7K -946 -4%
CC
1272
Cypress Capital
Tennessee
$686K -$22.1K -728 -3%
WJWM
1273
Williams Jones Wealth Management
New York
$683K +$3.06K +101 +0.5%
MA
1274
Mezzasalma Advisors
New Jersey
$683K -$128K -4,221 -16%
MW
1275
Members Wealth
Pennsylvania
$682K -$1.97K -65 -0.3%
49 50
51
52 53