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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1426
Cascade Wealth Advisors
Washington
$317K +$308K +11,802 New
DLCIG
1427
D.L. Carlson Investment Group
New Hampshire
$316K +$68.9K +2,640 +28%
FBC
1428
Fairfield, Bush & Co
Connecticut
$315K +$310K +11,886 New
SW
1429
SkyOak Wealth
Michigan
$315K +$601 +23 +0.2%
PWA
1430
Principia Wealth Advisory
Texas
$312K +$308K +11,781 New
SPWM
1431
Straight Path Wealth Management
Michigan
$312K -$8.54K -327 -3%
WG
1432
Welch Group
Alabama
$311K +$94.6K +3,624 +45%
LFP
1433
Leeward Financial Partners
Washington
$309K +$304K +11,650 New
GAM
1434
Grandview Asset Management
Pennsylvania
$307K -$14.6K -559 -5%
FFG
1435
Frisch Financial Group
New York
$307K +$30.5K +1,168 +11%
ONB
1436
Old National Bancorp
Indiana
$306K -$58.4K -2,235 -16%
FC
1437
Forte Capital
New York
$306K +$66.5K +2,548 +28%
PAM
1438
Pegasus Asset Management
New York
$304K -$8.59K -329 -3%
PBO
1439
Peoples Bank (Ohio)
Ohio
$304K -$1.72M -66,038 -85%
FA
1440
Flagstar Advisors
New York
$303K +$13.2K +506 +5%
MAM
1441
Milestone Asset Management
Pennsylvania
$302K – – –
OL
1442
Owen LaRue
Kentucky
$300K +$2.87K +110 +1%
MSG
1443
Main Street Group
Virginia
$299K +$49.3K +1,889 +20%
CSC
1444
Caldwell Sutter Capital
California
$298K +$18.6K +711 +7%
HWM
1445
Heirloom Wealth Management
Colorado
$297K -$48.6K -1,860 -14%
QWP
1446
Quotient Wealth Partners
Texas
$296K +$292K +11,184 New
SMF
1447
Scott Marsh Financial
Utah
$296K +$292K +11,168 New
SNBOSCI
1448
Security National Bank of Sioux City Iowa
Iowa
$293K – – –
CGA
1449
Crescent Grove Advisors
Illinois
$292K +$2.22K +85 +0.8%
LWM
1450
Lodestone Wealth Management
Washington
$292K +$43.5K +1,664 +18%
56 57
58
59 60