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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1301
Pacific Center for Financial Services
California
$234K +$2.22K +93 +1%
CWM
1302
Concentric Wealth Management
California
$232K +$1.29K +54 +0.6%
RWRC
1303
R.W. Roge & Company
New York
$232K – – –
KV
1304
Kickstand Ventures
New York
$232K +$218K +9,141 New
STA
1305
Summit Trail Advisors
New York
$232K -$41.3K -1,731 -16%
RCAG
1306
Rehmann Capital Advisory Group
Michigan
$230K +$216K +9,066 New
SCM
1307
SevenOneSeven Capital Management
Pennsylvania
$230K -$3.1M -130,185 -94%
TB
1308
Treynor Bancshares
Iowa
$230K +$7.79K +327 +4%
TCMP
1309
Thrive Capital Management (Pennsylvania)
Pennsylvania
$229K +$143 +6 +0.1%
OWA
1310
Outlook Wealth Advisors
Texas
$228K – – –
SFO
1311
Stokes Family Office
Louisiana
$227K – – –
PCA
1312
Providence Capital Advisors
North Carolina
$227K +$199K +8,343 +1,391%
FA
1313
Flagstar Advisors
New York
$227K +$213K +8,931 New
WAAG
1314
Wealth Alliance Advisory Group
Kansas
$226K +$7.15K +300 +3%
MCP
1315
Martin Capital Partners
Oregon
$226K -$570K -23,937 -73%
OCM
1316
Objective Capital Management
Ohio
$225K -$318K -13,359 -60%
PA
1317
Perennial Advisors
New York
$225K – – –
RGC
1318
Roberts, Glore & Co
Illinois
$224K – – –
PMSA
1319
Patrick M. Sweeney & Associates
Illinois
$224K +$210K +8,808 New
PWP
1320
Precedent Wealth Partners
Texas
$223K +$209K +8,790 New
SFG
1321
Synergy Financial Group
California
$222K -$429 -18 -0.2%
SFP
1322
Sandbox Financial Partners
Maryland
$222K -$39.6K -1,662 -16%
BCP
1323
Blue Chip Partners
Michigan
$221K -$87.4K -3,666 -30%
MWM
1324
MinichMacGregor Wealth Management
New York
$221K +$1.43K +60 +0.7%
EWA
1325
Etesian Wealth Advisors
Oregon
$221K -$50.8K -2,133 -20%
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