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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1301
Spotlight Asset Group
Illinois
$49.5K – – –
JFG
1302
JDM Financial Group
Texas
$43.8K +$147 +6 +0.3%
WFA
1303
WestHill Financial Advisors
California
$43.8K +$23.5K +957 +106%
AA
1304
Addison Advisors
Vermont
$43.5K – – –
FCMT
1305
Founders Capital Management (Texas)
Texas
$42.5K – – –
CYG
1306
Clean Yield Group
Vermont
$40.1K – – –
CCP
1307
Carmel Capital Partners
California
$38.9K +$40.5K +1,650 New
BWP
1308
Baldwin Wealth Partners
Massachusetts
$38.8K – – –
TWD
1309
True Wealth Design
Ohio
$37.9K +$147 +6 +0.4%
HIA
1310
Harbor Investment Advisory
Maryland
$37.9K – – –
ANBT
1311
American National Bank & Trust
Texas
$37.2K – – –
HR
1312
Howe & Rusling
New York
$35.9K +$25.3K +1,032 +210%
KHC
1313
Koesten Hirschmann & Crabtree
Kansas
$35.4K – – –
FDCDDQ
1314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35K +$18K +735 +98%
SMA
1315
Sage Mountain Advisors
Georgia
$33.6K – – –
AW
1316
Avion Wealth
Texas
$30K – – –
GA
1317
GoalVest Advisory
New York
$29.1K – – –
RTC
1318
Riverview Trust Company
Washington
$28.3K – – –
RCM
1319
Raleigh Capital Management
North Carolina
$27.7K +$28.9K +1,176 New
ASBI
1320
American State Bank (Iowa)
Iowa
$27.5K +$4.12K +168 +17%
MFT
1321
Moisand Fitzgerald Tamayo
Florida
$25.1K +$6.41K +261 +33%
TCM
1322
Tradewinds Capital Management
Washington
$24.8K – – –
IA
1323
IFS Advisors
Kansas
$24.1K +$25.1K +1,023 New
AIP
1324
Ameritas Investment Partners
Nebraska
$23.7K -$2.94K -120 -11%
MG
1325
MilWealth Group
Wisconsin
$23.4K – – –
51 52
53
54 55