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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1501
Wealth Architects
California
$412K +$1.15K +38 +0.3%
GCM
1502
Generation Capital Management
New York
$411K -$21.8K -720 -5%
GGI
1503
Godsey & Gibb Inc
Virginia
$411K +$14.9K +491 +4%
WA
1504
Winter & Associates
Minnesota
$408K -$9.28K -306 -2%
TFA
1505
TrustWell Financial Advisors
Florida
$405K +$401K +13,216 New
RFS
1506
RM Financial Services
Maine
$405K – – –
LIM
1507
Loudon Investment Management
New Hampshire
$404K +$1.52K +50 +0.4%
RWM
1508
RKL Wealth Management
Pennsylvania
$402K -$4.09K -135 -1%
LW
1509
Linscomb Wealth
Texas
$400K +$396K +13,045 New
FHC
1510
First Horizon Corporation
Tennessee
$400K -$41.3K -1,363 -9%
NC
1511
NovaPoint Capital
Georgia
$400K – – –
FFWM
1512
Future Financial Wealth Management
Ohio
$399K +$8.68K +286 +2%
HI
1513
Hendershot Investments
Virginia
$397K +$188K +6,200 +92%
RWP
1514
Ridgeline Wealth Planning
Ohio
$396K -$3.09K -102 -0.8%
GF
1515
GGM Financials
Ohio
$395K +$910 +30 +0.2%
IWP
1516
Innova Wealth Partners
Pennsylvania
$394K +$390K +12,846 New
CSC
1517
Caldwell Sutter Capital
California
$393K +$40.4K +1,333 +12%
PIWA
1518
Prevail Innovative Wealth Advisors
Kansas
$393K – – –
MW
1519
Maia Wealth
Colorado
$392K -$9.46K -312 -2%
UFA
1520
Uptown Financial Advisors
Texas
$391K -$18.2K -600 -4%
VF
1521
Vista Finance
Missouri
$391K +$387K +12,750 New
SNBOSD
1522
Security National Bank of So Dak
Iowa
$391K -$5.86K -193 -1%
AFA
1523
Amicus Financial Advisors
Texas
$388K +$61 +2 +0%
HAP
1524
Harbor Asset Planning
Massachusetts
$388K +$2.58K +85 +0.7%
SWM
1525
Shakespeare Wealth Management
Wisconsin
$387K -$9.19K -303 -2%
59 60
61
62 63