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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1501
Wolff Wiese Magana
California
$261K +$1.67K +64 +0.7%
RWRC
1502
R.W. Roge & Company
New York
$261K – – –
FA
1503
Financial Advisors
Massachusetts
$260K -$30.2K -1,156 -11%
PCFFS
1504
Pacific Center for Financial Services
California
$258K +$2.48K +95 +1%
CP
1505
Clarendon Private
Massachusetts
$258K +$1.91K +73 +0.8%
LMKC
1506
L.M. Kohn & Company
Ohio
$257K +$3.66K +140 +1%
NA
1507
Nautilus Advisors
California
$257K -$5.8K -222 -2%
AW
1508
Apricus Wealth
South Carolina
$256K +$2.32K +89 +0.9%
DIM
1509
Delta Investment Management
California
$256K +$24.9K +953 +11%
PW
1510
PUREfi Wealth
Massachusetts
$254K +$251K +9,600 New
SMG
1511
Smart Money Group
Texas
$253K -$204K -7,825 -45%
AIM
1512
Acropolis Investment Management
Missouri
$252K -$25.3K -968 -9%
OC
1513
Oakworth Capital
Alabama
$251K – – –
ACM
1514
AlphaStar Capital Management
North Carolina
$251K +$247K +9,471 New
LSPW
1515
Lake Street Private Wealth
Illinois
$250K +$247K +9,452 New
OWA
1516
Outlook Wealth Advisors
Texas
$250K – – –
MIM
1517
Marco Investment Management
Georgia
$248K – – –
CRWM
1518
Castle Rock Wealth Management
California
$248K +$239K +9,146 New
KFGK
1519
Keystone Financial Group (Kentucky)
Kentucky
$247K +$679 +26 +0.3%
PSP
1520
Pacific Sage Partners
Washington
$247K +$14.6K +560 +6%
ARC
1521
Advisor Resource Council
Texas
$247K -$734K -28,088 -75%
QWM
1522
Quadcap Wealth Management
Texas
$245K +$1.59K +61 +0.7%
HAM
1523
Harmony Asset Management
Arizona
$245K – – –
AW
1524
Alteri Wealth
California
$242K – – –
WA
1525
Wealth Architects
California
$241K -$14.5K -557 -6%
59 60
61
62 63