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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
UW
1401
Unique Wealth
Florida
$566K +$22.6K +713 +4%
FSBI
1402
Fearless Solutions (Best Invest)
Texas
$566K -$381 -12 -0.1%
DSC
1403
Duncker Streett & Co
Missouri
$566K +$47.1K +1,484 +9%
AWM
1404
Angeles Wealth Management
California
$565K +$11.7K +369 +2%
RCA
1405
Resonant Capital Advisors
Wisconsin
$564K +$70.4K +2,219 +14%
CCP
1406
Carmel Capital Partners
California
$564K +$47.6K +1,501 +9%
SW
1407
SkyOak Wealth
Michigan
$563K +$1.27K +40 +0.2%
KF
1408
Ketron Financial
California
$563K -$40.9K -1,290 -7%
DIM
1409
Delta Investment Management
California
$563K +$64.5K +2,034 +13%
SIC
1410
Sigma Investment Counselors
Michigan
$560K -$920 -29 -0.2%
SLA
1411
Silver Lake Advisory
Utah
$560K -$920 -29 -0.2%
HP
1412
Holistic Planning
Texas
$560K +$222 +7 +0%
WBCM
1413
Wilson & Boucher Capital Management
California
$560K +$560K +17,645 New
PPL
1414
Planning Project LLC
Texas
$559K +$509K +16,033 New
CCP
1415
Clarkston Capital Partners
Michigan
$558K +$95 +3 +0%
KDA
1416
Kraft Davis & Associates
Missouri
$557K -$18.7K -588 -3%
BCM
1417
Basso Capital Management
Connecticut
$556K – – –
HA
1418
Herold Advisors
New York
$556K +$206K +6,484 +60%
AP
1419
Appleton Partners
Massachusetts
$552K -$167K -5,258 -23%
EMAM
1420
Encompass More Asset Management
California
$551K +$551K +17,377 New
CA
1421
Centerpoint Advisors
Massachusetts
$550K +$159 +5 +0%
RMC
1422
Ring Mountain Capital
California
$549K -$6.73K -212 -1%
SWA
1423
Strata Wealth Advisors
Texas
$549K – – –
AIC
1424
Archer Investment Corporation
Indiana
$549K +$280K +8,820 +104%
SWP
1425
Stone Wealth Partners
Louisiana
$547K -$8.25K -260 -1%
55 56
57
58 59