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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1301
JB Capital
Connecticut
$425K +$68.9K +2,640 +20%
CWM
1302
Cahaba Wealth Management
Georgia
$424K +$418K +16,018 New
DWP
1303
Daymark Wealth Partners
Ohio
$423K +$64.4K +2,465 +18%
WA
1304
Wealthstar Advisors
Texas
$423K – – –
NFC
1305
Northeast Financial Consultants
Connecticut
$423K – – –
KIM
1306
Kestra Investment Management
Texas
$422K -$618K -23,682 -60%
KWM
1307
Kingsman Wealth Management
Florida
$420K -$3.13K -120 -0.8%
SWMG
1308
Sanchez Wealth Management Group
Florida
$419K – – –
TDC
1309
Thompson Davis & Co
Virginia
$419K -$24K -919 -5%
BWM
1310
Brown Wealth Management
Illinois
$418K – – –
AAG
1311
Armstrong Advisory Group
Massachusetts
$414K +$11.4K +437 +3%
FFO
1312
Fiduciary Family Office
Florida
$410K +$12.6K +483 +3%
PHIC
1313
Pine Haven Investment Counsel
Massachusetts
$410K +$78.7K +3,015 +24%
AC
1314
Apella Capital
Connecticut
$409K +$175K +6,713 +80%
PWPS
1315
Pinnacle Wealth Planning Services
Ohio
$408K +$42.8K +1,640 +12%
FFA
1316
First Foundation Advisors
California
$408K +$41.7K +1,597 +12%
RWP
1317
Ridgeline Wealth Planning
Ohio
$407K -$38.5K -1,474 -9%
HCM
1318
Howland Capital Management
Massachusetts
$406K – – –
SWA
1319
Sax Wealth Advisors
New Jersey
$405K -$21.1K -807 -5%
DSC
1320
Duncker Streett & Co
Missouri
$405K +$104 +4 +0%
ZRP
1321
Zynergy Retirement Planning
New Jersey
$405K -$43.8K -1,679 -10%
HWMO
1322
Heritage Wealth Management (Ohio)
Ohio
$405K +$24.8K +950 +7%
BHWM
1323
Beaird Harris Wealth Management
Texas
$403K +$392K +15,002 +7,733%
FHA
1324
First Horizon Advisors
Tennessee
$402K +$14.5K +554 +4%
TF
1325
Tenon Financial
New Jersey
$401K +$157 +6 +0%
51 52
53
54 55