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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1351
Pure Financial Advisors
California
$470K -$160K -5,873 -26%
PC
1352
Payne Capital
Oregon
$469K – – –
FFA
1353
First Foundation Advisors
California
$469K +$33.2K +1,220 +8%
TDC
1354
Thompson Davis & Co
Virginia
$469K -$1.63K -60 -0.3%
FFA
1355
Fairfield Financial Advisors
Massachusetts
$469K +$4.46K +164 +1%
DF
1356
Downshift Financial
Colorado
$464K +$408K +15,019 New
HOWA
1357
Heritage Oak Wealth Advisors
Florida
$461K -$17K -624 -4%
ICP
1358
Impact Capital Partners
Colorado
$459K -$23.5K -864 -5%
PCM
1359
Presidio Capital Management
California
$458K -$24.8M -912,308 -98%
KF
1360
Ketron Financial
California
$457K +$453K +16,658 New
CWA
1361
Cura Wealth Advisors
Illinois
$456K +$1.44K +53 +0.3%
OWA
1362
Octavia Wealth Advisors
Ohio
$454K +$1.03K +38 +0.2%
GWANC
1363
Guardian Wealth Advisors (North Carolina)
North Carolina
$454K +$91.1K +3,352 +25%
SPA
1364
Sentinel Pension Advisors
Massachusetts
$453K -$37.8K -1,389 -8%
SSWM
1365
Smith Salley Wealth Management
North Carolina
$453K -$53.5K -1,967 -11%
TH
1366
Team Hewins
California
$452K +$208K +7,661 +87%
1SB
1367
1ST Source Bank
Indiana
$452K -$5.44K -200 -1%
PHIC
1368
Pine Haven Investment Counsel
Massachusetts
$451K +$38.1K +1,400 +9%
SFO
1369
Stokes Family Office
Louisiana
$451K -$1.83M -67,136 -80%
EWA
1370
Etesian Wealth Advisors
Oregon
$451K -$19.5K -716 -4%
AG
1371
AmeriFlex Group
Nevada
$450K -$264K -9,717 -37%
RCAG
1372
Rehmann Capital Advisory Group
Michigan
$450K +$118K +4,332 +36%
AAG
1373
Armstrong Advisory Group
Massachusetts
$449K +$19.5K +718 +5%
ESB
1374
Essex Savings Bank
Connecticut
$448K – – –
RFC
1375
Regions Financial Corp
Alabama
$446K -$13.7K -505 -3%
53 54
55
56 57