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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1401
SouthState Corp
Florida
– -$157K -6,231 Closed
SSG
1402
Summit Securities Group
New York
– -$128K -5,100 Closed
CG
1403
Cutler Group
California
– -$112K -4,479 Closed
DWP
1404
Destiny Wealth Partners
Florida
– -$69.3K -2,751 Closed
EE
1405
EWG Elevate
California
– -$65.2K -2,592 Closed
FA
1406
Fiduciary Alliance
South Carolina
– -$58K -2,304 Closed
BL
1407
Balentine LLC
Georgia
– -$49.3K -1,956 Closed
GCM
1408
Gables Capital Management
Florida
– -$37.8K -1,500 Closed
AWM
1409
Accurate Wealth Management
Florida
– -$32.5K -1,260 Closed
R
1410
Rebalance
California
– -$23.1K -918 Closed
CCC
1411
Chelsea Counsel Company
California
– -$11.5K -459 Closed
RWMH
1412
Riverpoint Wealth Management Holdings
Illinois
– -$10.7K -426 Closed
TAM
1413
Tucker Asset Management
Colorado
– -$10K -396 Closed
WIM
1414
Westside Investment Management
California
– -$9.68K -387 Closed
SWM
1415
Sugarloaf Wealth Management
Georgia
– -$6.91K -273 Closed
OFG
1416
Oxford Financial Group
Indiana
– -$3.97K -159 Closed
FCB
1417
First Command Bank
Texas
– -$4K -147 Closed
FCFS
1418
First Command Financial Services
Texas
– -$4K -147 Closed
WA
1419
Win Advisors
Florida
– -$2.34K -93 Closed
CAS
1420
Coppell Advisory Solutions
Texas
– -$1.06K -42 Closed
CASC
1421
Coppell Advisory Solutions Corp
Texas
– -$1.06K -42 Closed
DF
1422
DecisionPoint Financial
Arizona
– -$76 -3 Closed