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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1501
Sunflower Bank
Texas
$460K – – –
SA
1502
Strategic Advisors
New York
$459K +$9.99K +315 +2%
CSC
1503
Caldwell Sutter Capital
California
$459K +$52K +1,638 +13%
KCPG
1504
Kavar Capital Partners Group
Kansas
$458K +$1.43K +45 +0.3%
AG
1505
AlTi Global
New York
$458K +$458K +14,429 New
HA
1506
Helium Advisors
Washington
$457K +$63.3K +1,995 +16%
BI
1507
Ballast Inc
Kentucky
$457K – – –
SM
1508
Sensible Money
Arizona
$454K +$15.3K +483 +3%
GAM
1509
Grandview Asset Management
Pennsylvania
$452K +$89.3K +2,815 +25%
AFA
1510
AA Financial Advisors
Ohio
$451K +$1.87K +59 +0.4%
WW
1511
Waterfront Wealth
Kansas
$449K +$65.2K +2,054 +17%
TWM
1512
Topsail Wealth Management
North Carolina
$448K – – –
IPAM
1513
Investment Partners Asset Management
New Jersey
$448K +$127 +4 +0%
Q1WB
1514
Quest 10 Wealth Builders
Virginia
$447K +$408K +12,876 +1,054%
HIA
1515
Harbor Investment Advisory
Maryland
$447K -$10.7K -336 -2%
LBC
1516
Lowe Brockenbrough & Co
Virginia
$446K – – –
SLC
1517
Second Line Capital
Louisiana
$445K +$1.55K +49 +0.4%
ONSWM
1518
Old North State Wealth Management
North Carolina
$444K +$3.43K +108 +0.8%
AIM
1519
Acropolis Investment Management
Missouri
$442K -$12.3K -388 -3%
SDWMA
1520
Schneider Downs Wealth Management Advisors
Pennsylvania
$442K +$442K +13,940 New
AW
1521
Avion Wealth
Texas
$442K +$3.46K +109 +0.8%
LEFP
1522
Leading Edge Financial Planning
Tennessee
$442K -$24.9K -784 -5%
TC
1523
TAGStone Capital
North Carolina
$441K +$441K +13,911 New
LI
1524
Lafayette Investments
Maryland
$441K +$441K +13,910 New
FFWM
1525
Future Financial Wealth Management
Ohio
$441K +$13.6K +428 +3%
59 60
61
62 63