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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
1451
First Citizens Bank & Trust
North Carolina
$378K – – –
NP
1452
NorthRock Partners
Minnesota
$377K -$4.81K -177 -1%
SIM
1453
Studio Investment Management
Illinois
$374K +$17.1K +630 +5%
WA
1454
Winter & Associates
Minnesota
$374K +$370K +13,626 New
WE
1455
Wealth Effects
Massachusetts
$372K +$11.4K +420 +3%
GA
1456
GoalVest Advisory
New York
$368K -$31.6K -1,161 -8%
WA
1457
Wealth Architects
California
$368K +$117K +4,298 +47%
UFA
1458
Uptown Financial Advisors
Texas
$366K – – –
FFWM
1459
Future Financial Wealth Management
Ohio
$365K -$108K -3,971 -24%
CFP
1460
Cascade Financial Partners
California
$365K -$47.2K -1,736 -12%
RWM
1461
RKL Wealth Management
Pennsylvania
$363K +$299 +11 +0.1%
RFS
1462
RM Financial Services
Maine
$362K +$359K +13,190 New
GAFA
1463
Garton & Associates Financial Advisors
Kentucky
$360K +$357K +13,129 New
LIM
1464
Loudon Investment Management
New Hampshire
$360K -$305K -11,225 -46%
HW
1465
Hancock Whitney
Mississippi
$359K +$356K +13,095 New
GC
1466
GatePass Capital
Ohio
$359K +$356K +13,094 New
CC
1467
Citrine Capital
California
$359K – – –
WW
1468
Waterfront Wealth
Kansas
$359K -$12.7K -466 -4%
CCFCSB
1469
Cape Cod Five Cents Savings Bank
Massachusetts
$358K – – –
NC
1470
NovaPoint Capital
Georgia
$358K +$245 +9 +0.1%
RWP
1471
Ridgeline Wealth Planning
Ohio
$357K -$33.9K -1,245 -9%
RFW
1472
Redwood Family Wealth
Texas
$357K +$354K +13,022 New
KIM
1473
Kane Investment Management
California
$357K -$19.6K -720 -5%
SNBOSD
1474
Security National Bank of So Dak
Iowa
$355K – – –
SWM
1475
Shakespeare Wealth Management
Wisconsin
$355K – – –
57 58
59
60 61