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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1401
Greenleaf Trust
Michigan
$346K +$22.7K +799 +7%
FWM
1402
Finer Wealth Management
Massachusetts
$345K -$12.8K -449 -3%
GAM
1403
Grandview Asset Management
Pennsylvania
$345K +$359K +12,617 New
NP
1404
NorthRock Partners
Minnesota
$345K -$262K -9,217 -42%
SSW
1405
Stone Summit Wealth
Florida
$343K – – –
GWP
1406
Gateway Wealth Partners
Wisconsin
$341K +$73.9K +2,601 +26%
RFA
1407
Resurgent Financial Advisors
Georgia
$341K -$50.1K -1,763 -12%
SLT
1408
St Louis Trust
Missouri
$341K – – –
WIC
1409
Woodmont Investment Counsel
Tennessee
$340K +$143K +5,035 +68%
WTC
1410
WhitTier Trust Company
Nevada
$339K – – –
PWPS
1411
Pinnacle Wealth Planning Services
Ohio
$339K +$353K +12,407 New
FFA
1412
First Foundation Advisors
California
$338K +$17K +597 +5%
AO
1413
Advisor OS
Illinois
$337K +$145K +5,087 +70%
GC
1414
GFG Capital
Florida
$337K – – –
WFA
1415
Wade Financial Advisory
California
$337K +$351K +12,333 New
UWPG
1416
Ullmann Wealth Partners Group
Florida
$336K – – –
FWCM
1417
Ferguson Wellman Capital Management
Oregon
$335K -$8.24K -290 -2%
BWFA
1418
Baltimore-Washington Financial Advisors
Maryland
$335K +$128K +4,485 +58%
RZH
1419
Relyea Zuckerberg Hanson
Connecticut
$333K – – –
RP
1420
Rice Partnership
Hawaii
$333K -$62.7K -2,206 -15%
MG
1421
Mather Group
Illinois
$332K +$81K +2,850 +31%
JCM
1422
J2 Capital Management
Michigan
$331K +$344K +12,114 New
SPWM
1423
Straight Path Wealth Management
Michigan
$330K -$42.8K -1,506 -11%
DLCIG
1424
D.L. Carlson Investment Group
New Hampshire
$329K -$206K -7,249 -38%
AA
1425
Armis Advisers
Georgia
$328K +$341K +11,988 New
55 56
57
58 59