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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
1276
First Capital Advisors Group
New Jersey
$17.2K +$15.7K +636 +1,413%
PFM
1277
Phillips Financial Management
Indiana
$15.5K – – –
HCM
1278
Hollencrest Capital Management
California
$14.9K +$14.6K +591 New
WAG
1279
Windsor Advisory Group
Ohio
$14.3K +$14K +567 New
TC
1280
Truvestments Capital
Florida
$13.8K – – –
CPFP
1281
Clear Perspectives Financial Planning
Ohio
$12.9K +$296 +12 +2%
FDCDDQ
1282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K – – –
OSAM
1283
O'Shaughnessy Asset Management
Connecticut
$12.4K +$8.14K +330 +204%
CCC
1284
Chelsea Counsel Company
California
$11.5K +$11.3K +459 New
BFO
1285
Biltmore Family Office
North Carolina
$11.3K +$11.1K +450 New
EWM
1286
Endurance Wealth Management
Rhode Island
$11K +$10.5K +426 New
RWMH
1287
Riverpoint Wealth Management Holdings
Illinois
$10.7K +$10.5K +426 New
LB
1288
Legacy Bridge
Iowa
$10.5K – – –
AWM
1289
AllSquare Wealth Management
New York
$10K – – –
TAM
1290
Tucker Asset Management
Colorado
$10K -$72.5K -2,937 -88%
CPA
1291
Cardiff Park Advisors
California
$9.05K +$74 +3 +0.8%
CSB
1292
City State Bank
Iowa
$9K – – –
GWSA
1293
Global Wealth Strategies & Associates
Colorado
$8.33K +$8.14K +330 New
KA
1294
Kozak & Associates
Colorado
$8K – – –
C
1295
Covestor
United Kingdom
$8K +$8.22K +333 New
WFA
1296
WestHill Financial Advisors
California
$7.55K – – –
HFM
1297
Hartford Financial Management
Connecticut
$7.55K +$7.41K +300 New
IFAM
1298
Institutional & Family Asset Management
Colorado
$7.1K -$7.41K -300 -52%
SWM
1299
Sugarloaf Wealth Management
Georgia
$6.91K +$740 +30 +12%
SL
1300
Savior LLC
Massachusetts
$6.71K -$5.55K -225 -46%
50 51
52
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