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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRI
1301
Commonwealth Retirement Investments
Virginia
$704K -$44.8K -1,411 -6%
1WM
1302
1900 Wealth Management
Texas
$703K -$11.8K -371 -2%
EPI
1303
Eddie Patel Inc
Illinois
$700K -$3.65K -115 -0.5%
MA
1304
Mezzasalma Advisors
New Jersey
$699K -$6.76K -213 -1%
KCFA
1305
Key Client Fiduciary Advisors
New Jersey
$698K +$100K +3,160 +17%
FW
1306
Fairway Wealth
Ohio
$696K – – –
MW
1307
Members Wealth
Pennsylvania
$695K -$2.51K -79 -0.4%
LWM
1308
Level Wealth Management
North Carolina
$694K -$212K -6,677 -23%
BRG
1309
Bay Rivers Group
Virginia
$694K +$101K +3,197 +17%
OFS
1310
OMC Financial Services
New York
$691K -$10.5K -332 -2%
S
1311
SignatureFD
Georgia
$689K -$27.1K -854 -4%
CSI
1312
Cross Staff Investments
New York
$688K +$70.4K +2,218 +11%
GAM
1313
Gemmer Asset Management
California
$686K +$10.1K +317 +1%
MHR
1314
Matthew Hamilton Rosenberg
$683K -$60.2K -1,899 -8%
AF
1315
Aldebaran Financial
$682K – – –
CPA
1316
Clear Point Advisors
New York
$681K +$248K +7,820 +57%
AT
1317
American Trust
Kentucky
$681K +$19.3K +608 +3%
Tudor Investment Corp
1318
Tudor Investment Corp
Connecticut
$678K -$1.29M -40,708 -66%
WJWM
1319
Williams Jones Wealth Management
New York
$676K -$30.2K -953 -4%
CWM
1320
Concentrum Wealth Management
California
$669K -$58.2K -1,835 -8%
M1FG
1321
Mach-1 Financial Group
Arkansas
$669K +$107K +3,361 +19%
T
1322
Tidemark
California
$668K +$2.85K +90 +0.4%
CFG
1323
Clayton Financial Group
Missouri
$666K – – –
Nuveen
1324
Nuveen
North Carolina
$666K +$666K +20,989 New
CFS
1325
Commonwealth Financial Services
West Virginia
$663K +$2.32K +73 +0.4%