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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1501
Smart Money Group
Texas
$262K +$437 +16 +0.2%
SA
1502
Strategic Advisors
New York
$261K -$31.5K -1,154 -11%
HFS
1503
Heritage Financial Services
Massachusetts
$260K +$40.1K +1,469 +18%
ECM
1504
EagleClaw Capital Management
Massachusetts
$259K +$32.7K +1,200 +14%
OC
1505
Oakworth Capital
Alabama
$259K – – –
CWA
1506
Cascade Wealth Advisors
Washington
$259K -$58.4K -2,142 -18%
BRG
1507
Bay Rivers Group
Virginia
$258K +$258K +9,457 New
QWP
1508
Quotient Wealth Partners
Texas
$258K -$47.7K -1,747 -16%
PA
1509
Promethium Advisors
Maryland
$258K -$79.3K -2,908 -24%
NA
1510
Nautilus Advisors
California
$256K -$8.84K -324 -3%
TLP
1511
Trinity Legacy Partners
Texas
$256K +$261K +9,555 New
TCMP
1512
Thrive Capital Management (Pennsylvania)
Pennsylvania
$255K +$13.1K +479 +5%
JTWM
1513
Jackson Thornton Wealth Management
Alabama
$255K -$10K -367 -4%
PSP
1514
Pacific Sage Partners
Washington
$254K – – –
HAM
1515
Harmony Asset Management
Arizona
$252K – – –
CRWM
1516
Castle Rock Wealth Management
California
$252K +$2.13K +78 +0.9%
AW
1517
Alteri Wealth
California
$250K +$82 +3 +0%
TCOV
1518
Trust Company of Vermont
Vermont
$249K -$30.3K -1,110 -11%
LFA
1519
Laraway Financial Advisors
Minnesota
$249K +$7.42K +272 +3%
TWA
1520
TCI Wealth Advisors
Arizona
$249K +$9.82K +360 +4%
WA
1521
Wealth Architects
California
$248K +$55 +2 +0%
WAS
1522
WESPAC Advisors SoCal
California
$248K – – –
IWB
1523
Innovative Wealth Building
Maryland
$248K +$248K +9,074 New
PW
1524
PUREfi Wealth
Massachusetts
$246K -$16.4K -600 -6%
ACM
1525
Avos Capital Management
Washington
$246K – – –
59 60
61
62 63