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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1401
Citrine Capital
California
$366K – – –
PWM
1402
Partners Wealth Management
California
$365K – – –
HWM
1403
Heirloom Wealth Management
Colorado
$365K +$446 +16 +0.1%
HIA
1404
Harbor Investment Advisory
Maryland
$365K +$76K +2,727 +26%
NC
1405
NovaPoint Capital
Georgia
$364K – – –
MCWA
1406
Meadow Creek Wealth Advisors
Georgia
$362K +$82.2K +2,947 +29%
SNBOSD
1407
Security National Bank of So Dak
Iowa
$362K -$1.87K -67 -0.5%
SWM
1408
Shakespeare Wealth Management
Wisconsin
$361K -$10.4K -373 -3%
CFG
1409
Copley Financial Group
California
$361K -$21.2K -761 -6%
YP
1410
YANKCOM Partnership
South Dakota
$361K – – –
GWP
1411
Gateway Wealth Partners
Wisconsin
$360K +$11.2K +400 +3%
SC
1412
Sepio Capital
Utah
$359K +$34K +1,219 +10%
CCFCSB
1413
Cape Cod Five Cents Savings Bank
Massachusetts
$358K – – –
FWM
1414
Finer Wealth Management
Massachusetts
$358K +$4.1K +147 +1%
PWMG
1415
Pinnacle Wealth Management Group
Michigan
$358K +$103K +3,700 +41%
RWM
1416
Rockwood Wealth Management
Pennsylvania
$357K +$91.2K +3,273 +34%
GF
1417
GGM Financials
Ohio
$356K -$130K -4,670 -27%
CA
1418
Claro Advisors
Massachusetts
$356K +$355K +12,718 New
CE
1419
Cornerstone Enterprises
Wisconsin
$355K -$3.26K -117 -0.9%
MAG
1420
Members Advisory Group
New York
$354K -$342K -12,273 -49%
SSW
1421
Stone Summit Wealth
Florida
$351K – – –
PHIC
1422
Pine Haven Investment Counsel
Massachusetts
$348K +$22.9K +820 +7%
SIM
1423
Studio Investment Management
Illinois
$348K +$77.4K +2,777 +29%
OA
1424
Oxbow Advisors
Texas
$345K +$89.1K +3,195 +35%
WFA
1425
Wade Financial Advisory
California
$345K – – –
55 56
57
58 59