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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1301
Seascape Capital Management
New Hampshire
$234K +$572 +24 +0.3%
PCFFS
1302
Pacific Center for Financial Services
California
$234K +$2.22K +93 +1%
CWM
1303
Concentric Wealth Management
California
$232K +$1.29K +54 +0.6%
RWRC
1304
R.W. Roge & Company
New York
$232K – – –
KV
1305
Kickstand Ventures
New York
$232K +$218K +9,141 New
STA
1306
Summit Trail Advisors
New York
$232K -$41.3K -1,731 -16%
RCAG
1307
Rehmann Capital Advisory Group
Michigan
$230K +$216K +9,066 New
SCM
1308
SevenOneSeven Capital Management
Pennsylvania
$230K -$3.1M -130,185 -94%
TB
1309
Treynor Bancshares
Iowa
$230K +$7.79K +327 +4%
TCMP
1310
Thrive Capital Management (Pennsylvania)
Pennsylvania
$229K +$143 +6 +0.1%
OWA
1311
Outlook Wealth Advisors
Texas
$228K – – –
SFO
1312
Stokes Family Office
Louisiana
$227K – – –
PCA
1313
Providence Capital Advisors
North Carolina
$227K +$199K +8,343 +1,391%
FA
1314
Flagstar Advisors
New York
$227K +$213K +8,931 New
WAAG
1315
Wealth Alliance Advisory Group
Kansas
$226K +$7.15K +300 +3%
MCP
1316
Martin Capital Partners
Oregon
$226K -$570K -23,937 -73%
OCM
1317
Objective Capital Management
Ohio
$225K -$318K -13,359 -60%
PA
1318
Perennial Advisors
New York
$225K – – –
RGC
1319
Roberts, Glore & Co
Illinois
$224K – – –
PMSA
1320
Patrick M. Sweeney & Associates
Illinois
$224K +$210K +8,808 New
PWP
1321
Precedent Wealth Partners
Texas
$223K +$209K +8,790 New
SFG
1322
Synergy Financial Group
California
$222K -$429 -18 -0.2%
SFP
1323
Sandbox Financial Partners
Maryland
$222K -$39.6K -1,662 -16%
BCP
1324
Blue Chip Partners
Michigan
$221K -$87.4K -3,666 -30%
MWM
1325
MinichMacGregor Wealth Management
New York
$221K +$1.43K +60 +0.7%
51 52
53
54 55