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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
EPI
1276
Eddie Patel Inc
Illinois
$681K -$21.9K -721 -3%
GSWM
1277
Golden State Wealth Management
California
$680K +$46.5K +1,534 +7%
CP
1278
Capital Planning
Washington
$680K – – –
SWRP
1279
Summit Wealth & Retirement Planning
California
$679K -$158K -5,217 -19%
OFS
1280
OMC Financial Services
New York
$678K +$22.9K +754 +4%
KHCM
1281
Kirtland Hills Capital Management
Ohio
$677K +$427K +14,079 +182%
JRPIM
1282
Journey Retirement Planning & Investment Management
Idaho
$674K -$667K -21,984 -50%
FW
1283
Fairway Wealth
Ohio
$674K – – –
IWP
1284
Integrity Wealth Partners
California
$669K +$661K +21,805 New
MG
1285
Mather Group
Illinois
$668K +$89.9K +2,963 +16%
ESB
1286
Essex Savings Bank
Connecticut
$666K +$163K +5,357 +33%
BWP
1287
BSW Wealth Partners
Colorado
$664K +$414K +13,649 +171%
MCCP
1288
Mission Creek Capital Partners
California
$662K – – –
AF
1289
Aldebaran Financial
$660K – – –
MCP
1290
Martin Capital Partners
Oregon
$659K +$3.15K +104 +0.5%
GT
1291
Glenmede Trust
Pennsylvania
$657K +$74.8K +2,465 +13%
VV
1292
Verity & Verity
South Carolina
$656K +$14.6K +480 +2%
GAM
1293
Gemmer Asset Management
California
$654K +$21.6K +713 +3%
SL
1294
Salomon & Ludwin
Virginia
$651K -$425 -14 -0.1%
RFC
1295
Regions Financial Corp
Alabama
$649K +$148K +4,882 +30%
BCWM
1296
Bartlett & Co Wealth Management
Ohio
$648K -$875K -28,846 -58%
CFG
1297
Clayton Financial Group
Missouri
$644K – – –
T
1298
Tidemark
California
$644K – – –
SF
1299
Steffes Financial
Kansas
$643K -$267K -8,815 -30%
AT
1300
American Trust
Kentucky
$640K +$12.7K +418 +2%
50 51
52
53 54