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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1526
Morton Brown Family Wealth
Pennsylvania
$18.1K – – –
C
1527
Covestor
United Kingdom
$18K -$775 -30 -4%
B
1528
Birchbrook
Maine
$17.5K -$10.9K -423 -39%
WBC
1529
West Branch Capital
Massachusetts
$16.4K -$3.56K -138 -18%
DIP
1530
DT Investment Partners
Pennsylvania
$16.2K +$15.2K +588 +3,920%
NECFA
1531
New England Capital Financial Advisors
Connecticut
$16.1K – – –
SC
1532
Steph & Co
Wisconsin
$16.1K – – –
HCM
1533
Hollencrest Capital Management
California
$15.9K – – –
WAG
1534
Windsor Advisory Group
Ohio
$15.2K – – –
PCM
1535
Perritt Capital Management
Illinois
$14.1K +$13.6K +525 New
CJ
1536
Caitlin John
Michigan
$14K -$465 -18 -3%
TCM
1537
Tradewinds Capital Management
Washington
$13.7K -$14K -540 -51%
IPW
1538
Impact Partnership Wealth
Georgia
$13K – – –
BFO
1539
Biltmore Family Office
North Carolina
$12.1K – – –
HCP
1540
Hexagon Capital Partners
Arkansas
$11.8K -$310 -12 -3%
LB
1541
Legacy Bridge
Iowa
$11.2K – – –
MRCM
1542
M&R Capital Management
New Jersey
$10.9K -$61K -2,361 -85%
WTA
1543
Washington Trust Advisors
Massachusetts
$10.1K – – –
FMP
1544
Financial Management Professionals
Texas
$10K – – –
NMM
1545
Naples Money Management
Florida
$9.38K +$78 +3 +0.9%
AW
1546
Avion Wealth
Texas
$9K -$25.7K -993 -76%
KA
1547
Kozak & Associates
Colorado
$8.13K +$78 +3 +1%
HFM
1548
Hartford Financial Management
Connecticut
$8.06K – – –
RFG
1549
RFP Financial Group
Georgia
$8.06K – – –
IFAM
1550
Institutional & Family Asset Management
Colorado
$7.58K – – –
60 61
62
63 64