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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1376
Triad Financial Advisors
North Carolina
– -$391K -15,531 Closed
YIH
1377
Y-Intercept (HK)
Hong Kong
– -$377K -14,988 Closed
FVWA
1378
Foster Victor Wealth Advisors
South Carolina
– -$356K -13,755 Closed
FA
1379
Fiducient Advisors
Illinois
– -$296K -11,760 Closed
LW
1380
Linscomb Wealth
Texas
– -$283K -11,229 Closed
SB
1381
Simmons Bank
Arkansas
– -$280K -11,130 Closed
CSIC
1382
Clifford Swan Investment Counsel
California
– -$249K -9,897 Closed
WA
1383
WESPAC Advisors
California
– -$240K -9,534 Closed
RWA
1384
Redmont Wealth Advisors
Illinois
– -$230K -9,144 Closed
PAM
1385
Peak Asset Management
Colorado
– -$227K -9,000 Closed
CCFM
1386
Clear Creek Financial Management
Washington
– -$225K -8,955 Closed
TCM
1387
Traynor Capital Management
Pennsylvania
– -$221K -8,784 Closed
CWA
1388
Continuum Wealth Advisors
New York
– -$220K -8,718 Closed
XS
1389
XR Securities
Illinois
– -$219K -8,682 Closed
BOM
1390
Bank of Marin
California
– -$218K -8,655 Closed
MW
1391
MBL Wealth
North Carolina
– -$214K -8,490 Closed
SWP
1392
Strategic Wealth Partners
Ohio
– -$214K -8,487 Closed
MIM
1393
Meixler Investment Management
Arizona
– -$211K -8,379 Closed
KWS
1394
Keystone Wealth Services
California
– -$208K -8,247 Closed
EWP
1395
Engrave Wealth Partners
Texas
– -$206K -8,166 Closed
AF
1396
Alerus Financial
North Dakota
– -$205K -8,160 Closed
E
1397
ETFidea
New York
– -$204K -8,091 Closed
AA
1398
Argent Advisors
Louisiana
– -$202K -8,013 Closed
MPCL
1399
My Personal CFO LLC
Washington
– -$198K -7,854 Closed
SC
1400
SouthState Corp
Florida
– -$157K -6,231 Closed
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