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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1301
Fidelis Capital Partners
Florida
$640K +$65.1K +2,147 +11%
CFS
1302
Commonwealth Financial Services
West Virginia
$639K +$11.3K +374 +2%
AFM
1303
Abbot Financial Management
Massachusetts
$638K +$631K +20,800 New
SHJ
1304
Sharkey, Howes & Javer
Colorado
$636K +$29.4K +968 +5%
CPCM
1305
Cardinal Point Capital Management
Ontario, Canada
$634K +$626K +20,652 New
AA
1306
Ascent Advisors
Minnesota
$632K +$775K +25,542 New
UFA
1307
Unify Financial Advisors
Florida
$632K +$6.07K +200 +1%
AR
1308
Apeiron RIA
Texas
$631K +$624K +20,579 New
BKA
1309
Brick & Kyle Associates
Pennsylvania
$631K -$36.6K -1,207 -6%
CMMS
1310
Comprehensive Money Management Services
Florida
$628K +$58.4K +1,925 +10%
KFA
1311
Kelleher Financial Advisors
New York
$628K +$14.6K +482 +2%
OWA
1312
Octavia Wealth Advisors
Ohio
$624K +$115K +3,804 +23%
CT
1313
Colonial Trust
South Carolina
$621K – – –
BHA
1314
Beech Hill Advisors
New York
$620K – – –
PP
1315
Patten & Patten
Tennessee
$619K +$6.22K +205 +1%
BCMLT
1316
Beacon Capital Management LLC (Tennessee)
Tennessee
$617K -$82.1K -2,705 -12%
IMT
1317
Investment Management Trust
Massachusetts
$615K +$609K +20,060 New
SGWP
1318
Sun Group Wealth Partners
California
$615K +$608K +20,058 New
SCM
1319
Shelton Capital Management
Colorado
$614K +$607K +20,000 New
FFC
1320
First Financial Corp
Indiana
$613K +$12.4K +410 +2%
TP
1321
Tranquility Partners
Tennessee
$612K +$3.19K +105 +0.5%
ZIM
1322
Zacks Investment Management
Illinois
$611K -$18.3K -603 -3%
CAWM
1323
Capital Advisors Wealth Management
Washington
$611K +$3.64K +120 +0.6%
PP
1324
PDS Planning
Ohio
$609K +$37.2K +1,226 +7%
OAG
1325
Oakmont Advisory Group
New Mexico
$607K -$21.5K -708 -3%
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