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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1426
Klingman & Associates
New York
$319K -$4.65K -178 -1%
FFA
1427
Fairfield Financial Advisors
Massachusetts
$318K +$314K +12,009 New
WTC
1428
WhitTier Trust Company
Nevada
$318K – – –
CWA
1429
Cascade Wealth Advisors
Washington
$317K +$308K +11,802 New
DLCIG
1430
D.L. Carlson Investment Group
New Hampshire
$316K +$68.9K +2,640 +28%
FBC
1431
Fairfield, Bush & Co
Connecticut
$315K +$310K +11,886 New
SW
1432
SkyOak Wealth
Michigan
$315K +$601 +23 +0.2%
PWA
1433
Principia Wealth Advisory
Texas
$312K +$308K +11,781 New
SPWM
1434
Straight Path Wealth Management
Michigan
$312K -$8.54K -327 -3%
WG
1435
Welch Group
Alabama
$311K +$94.6K +3,624 +45%
LFP
1436
Leeward Financial Partners
Washington
$309K +$304K +11,650 New
GAM
1437
Grandview Asset Management
Pennsylvania
$307K -$14.6K -559 -5%
FFG
1438
Frisch Financial Group
New York
$307K +$30.5K +1,168 +11%
ONB
1439
Old National Bancorp
Indiana
$306K -$58.4K -2,235 -16%
FC
1440
Forte Capital
New York
$306K +$66.5K +2,548 +28%
PAM
1441
Pegasus Asset Management
New York
$304K -$8.59K -329 -3%
PBO
1442
Peoples Bank (Ohio)
Ohio
$304K -$1.72M -66,038 -85%
FA
1443
Flagstar Advisors
New York
$303K +$13.2K +506 +5%
MAM
1444
Milestone Asset Management
Pennsylvania
$302K – – –
OL
1445
Owen LaRue
Kentucky
$300K +$2.87K +110 +1%
MSG
1446
Main Street Group
Virginia
$299K +$49.3K +1,889 +20%
CSC
1447
Caldwell Sutter Capital
California
$298K +$18.6K +711 +7%
HWM
1448
Heirloom Wealth Management
Colorado
$297K -$48.6K -1,860 -14%
QWP
1449
Quotient Wealth Partners
Texas
$296K +$292K +11,184 New
SMF
1450
Scott Marsh Financial
Utah
$296K +$292K +11,168 New
56 57
58
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