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Schwab US Dividend Equity ETF

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