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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1276
RMR Wealth Builders
New Jersey
$746K +$377K +11,871 +102%
WWC
1277
Waypoint Wealth Counsel
Georgia
$743K +$1.81K +57 +0.2%
WOSD
1278
WFA of San Diego
California
$741K -$48.6K -1,532 -7%
OAG
1279
Oakmont Advisory Group
New Mexico
$740K +$112K +3,535 +18%
HKIMG
1280
Hutchens & Kramer Investment Management Group
Indiana
$739K +$196K +6,188 +36%
AWMM
1281
Aegis Wealth Management (Maryland)
Maryland
$737K +$258K +8,138 +54%
LF
1282
LifePlan Financial
Minnesota
$736K -$18.3K -578 -2%
CMAI
1283
Capital Management Associates Inc
Minnesota
$734K -$36.7K -1,157 -5%
TF
1284
Tenon Financial
New Jersey
$734K +$261K +8,225 +55%
RFC
1285
Regions Financial Corp
Alabama
$733K +$63K +1,986 +9%
STA
1286
Summit Trail Advisors
New York
$733K -$30.8K -972 -4%
EW
1287
Element Wealth
Mississippi
$732K +$16.1K +507 +2%
LWA
1288
Lantern Wealth Advisors
New York
$729K +$9.74K +307 +1%
DWA
1289
Delap Wealth Advisory
Oregon
$728K – – –
FC
1290
Fulcrum Capital
Washington
$726K – – –
LWM
1291
Lyell Wealth Management
California
$724K +$3.2K +101 +0.4%
MWA
1292
Meridian Wealth Advisors
Texas
$724K – – –
PAG
1293
Paladin Advisory Group
Iowa
$720K -$6.28K -198 -0.9%
DQRIM
1294
Dale Q Rice Investment Management
Washington
$715K -$7.84K -247 -1%
BAM
1295
Berkshire Asset Management
Pennsylvania
$715K -$16.1K -509 -2%
SW
1296
SVB Wealth
Massachusetts
$714K -$24.6K -775 -3%
RA
1297
Range Advisory
Virginia
$714K +$252K +7,929 +54%
GSEP
1298
Golden State Equity Partners
California
$713K -$13.5M -425,479 -95%
JRPIM
1299
Journey Retirement Planning & Investment Management
Idaho
$709K +$12K +378 +2%
SLP
1300
Storen Legacy Partners
Indiana
$707K -$1.65K -52 -0.2%
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