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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMM
1276
Aegis Wealth Management (Maryland)
Maryland
$737K +$258K +8,138 +54%
LF
1277
LifePlan Financial
Minnesota
$736K -$18.3K -578 -2%
CMAI
1278
Capital Management Associates Inc
Minnesota
$734K -$36.7K -1,157 -5%
TF
1279
Tenon Financial
New Jersey
$734K +$261K +8,225 +55%
RFC
1280
Regions Financial Corp
Alabama
$733K +$63K +1,986 +9%
STA
1281
Summit Trail Advisors
New York
$733K -$30.8K -972 -4%
EW
1282
Element Wealth
Mississippi
$732K +$16.1K +507 +2%
LWA
1283
Lantern Wealth Advisors
New York
$729K +$9.74K +307 +1%
DWA
1284
Delap Wealth Advisory
Oregon
$728K – – –
FC
1285
Fulcrum Capital
Washington
$726K – – –
LWM
1286
Lyell Wealth Management
California
$724K +$3.2K +101 +0.4%
MWA
1287
Meridian Wealth Advisors
Texas
$724K – – –
PAG
1288
Paladin Advisory Group
Iowa
$720K -$6.28K -198 -0.9%
DQRIM
1289
Dale Q Rice Investment Management
Washington
$715K -$7.84K -247 -1%
BAM
1290
Berkshire Asset Management
Pennsylvania
$715K -$16.1K -509 -2%
SW
1291
SVB Wealth
Massachusetts
$714K -$24.6K -775 -3%
GSEP
1292
Golden State Equity Partners
California
$713K -$13.5M -425,479 -95%
JRPIM
1293
Journey Retirement Planning & Investment Management
Idaho
$709K +$12K +378 +2%
SLP
1294
Storen Legacy Partners
Indiana
$707K -$1.65K -52 -0.2%
CRI
1295
Commonwealth Retirement Investments
Virginia
$704K -$44.8K -1,411 -6%
1WM
1296
1900 Wealth Management
Texas
$703K -$11.8K -371 -2%
EPI
1297
Eddie Patel Inc
Illinois
$700K -$3.65K -115 -0.5%
MA
1298
Mezzasalma Advisors
New Jersey
$699K -$6.76K -213 -1%
KCFA
1299
Key Client Fiduciary Advisors
New Jersey
$698K +$100K +3,160 +17%
FW
1300
Fairway Wealth
Ohio
$696K – – –
50 51
52
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