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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1426
PTM Wealth Management
United States
$319K -$1.64K -60 -0.5%
LFP
1427
Leeward Financial Partners
Washington
$318K – – –
SWM
1428
SK Wealth Management
Rhode Island
$318K -$7.42K -272 -2%
FFG
1429
Frisch Financial Group
New York
$318K +$1.66K +61 +0.5%
LSPW
1430
Lake Street Private Wealth
Illinois
$317K +$59.1K +2,167 +23%
ONB
1431
Old National Bancorp
Indiana
$316K – – –
BTI
1432
Blue Trust Inc
Georgia
$314K +$26K +953 +9%
LFA
1433
LGT Financial Advisors
Texas
$312K +$228K +8,359 +272%
DLCIG
1434
D.L. Carlson Investment Group
New Hampshire
$312K -$13.7K -501 -4%
FA
1435
Fountainhead AM
New Jersey
$312K -$68.4K -2,508 -18%
MSG
1436
Main Street Group
Virginia
$310K +$1.99K +73 +0.6%
BSCCG
1437
Blue Sky Capital Consultants Group
California
$310K -$21K -771 -6%
OGF
1438
Orin Green Financial
California
$309K +$309K +11,331 New
VWM
1439
Vigilare Wealth Management
Arizona
$308K -$25.5K -935 -8%
LWM
1440
Lodestone Wealth Management
Washington
$306K +$5.02K +184 +2%
HWM
1441
Heirloom Wealth Management
Colorado
$305K -$518 -19 -0.2%
TA
1442
TFB Advisors
Kansas
$303K -$79.5K -2,913 -21%
SNBOSCI
1443
Security National Bank of Sioux City Iowa
Iowa
$302K – – –
AFA
1444
Alpha Financial Advisors
North Carolina
$299K +$3.36K +123 +1%
PAM
1445
Pegasus Asset Management
New York
$299K -$14.7K -538 -5%
CTWM
1446
Cherry Tree Wealth Management
Minnesota
$298K – – –
CSC
1447
Caldwell Sutter Capital
California
$298K -$9.33K -342 -3%
UB
1448
UMB Bank
Missouri
$298K +$76.4K +2,801 +35%
TGAM
1449
TBH Global Asset Management
Tennessee
$296K +$296K +10,853 New
TWC
1450
TD Waterhouse Canada
Ontario, Canada
$296K +$141K +5,184 +93%
56 57
58
59 60