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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1401
Compass Advisory Group
New York
$369K -$4.29K -154 -1%
ODG
1402
O'Dell Group
Ohio
$368K +$585 +21 +0.2%
CI
1403
CX Institutional
Indiana
$367K +$366K +13,143 New
CAG
1404
Centerpoint Advisory Group
Kansas
$367K – – –
CC
1405
Citrine Capital
California
$366K – – –
PWM
1406
Partners Wealth Management
California
$365K – – –
HWM
1407
Heirloom Wealth Management
Colorado
$365K +$446 +16 +0.1%
HIA
1408
Harbor Investment Advisory
Maryland
$365K +$76K +2,727 +26%
NC
1409
NovaPoint Capital
Georgia
$364K – – –
MCWA
1410
Meadow Creek Wealth Advisors
Georgia
$362K +$82.2K +2,947 +29%
SNBOSD
1411
Security National Bank of So Dak
Iowa
$362K -$1.87K -67 -0.5%
SWM
1412
Shakespeare Wealth Management
Wisconsin
$361K -$10.4K -373 -3%
CFG
1413
Copley Financial Group
California
$361K -$21.2K -761 -6%
YP
1414
YANKCOM Partnership
South Dakota
$361K – – –
GWP
1415
Gateway Wealth Partners
Wisconsin
$360K +$11.2K +400 +3%
SC
1416
Sepio Capital
Utah
$359K +$34K +1,219 +10%
CCFCSB
1417
Cape Cod Five Cents Savings Bank
Massachusetts
$358K – – –
FWM
1418
Finer Wealth Management
Massachusetts
$358K +$4.1K +147 +1%
PWMG
1419
Pinnacle Wealth Management Group
Michigan
$358K +$103K +3,700 +41%
RWM
1420
Rockwood Wealth Management
Pennsylvania
$357K +$91.2K +3,273 +34%
GF
1421
GGM Financials
Ohio
$356K -$130K -4,670 -27%
CA
1422
Claro Advisors
Massachusetts
$356K +$355K +12,718 New
CE
1423
Cornerstone Enterprises
Wisconsin
$355K -$3.26K -117 -0.9%
MAG
1424
Members Advisory Group
New York
$354K -$342K -12,273 -49%
SSW
1425
Stone Summit Wealth
Florida
$351K – – –
55 56
57
58 59