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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1526
West Branch Capital
Massachusetts
$16.4K -$3.56K -138 -18%
DIP
1527
DT Investment Partners
Pennsylvania
$16.2K +$15.2K +588 +3,920%
NECFA
1528
New England Capital Financial Advisors
Connecticut
$16.1K – – –
SC
1529
Steph & Co
Wisconsin
$16.1K – – –
HCM
1530
Hollencrest Capital Management
California
$15.9K – – –
WAG
1531
Windsor Advisory Group
Ohio
$15.2K – – –
PCM
1532
Perritt Capital Management
Illinois
$14.1K +$13.6K +525 New
CJ
1533
Caitlin John
Michigan
$14K -$465 -18 -3%
TCM
1534
Tradewinds Capital Management
Washington
$13.7K -$14K -540 -51%
IPW
1535
Impact Partnership Wealth
Georgia
$13K – – –
BFO
1536
Biltmore Family Office
North Carolina
$12.1K – – –
HCP
1537
Hexagon Capital Partners
Arkansas
$11.8K -$310 -12 -3%
LB
1538
Legacy Bridge
Iowa
$11.2K – – –
MRCM
1539
M&R Capital Management
New Jersey
$10.9K -$61K -2,361 -85%
WTA
1540
Washington Trust Advisors
Massachusetts
$10.1K – – –
FMP
1541
Financial Management Professionals
Texas
$10K – – –
NMM
1542
Naples Money Management
Florida
$9.38K +$78 +3 +0.9%
AW
1543
Avion Wealth
Texas
$9K -$25.7K -993 -76%
KA
1544
Kozak & Associates
Colorado
$8.13K +$78 +3 +1%
HFM
1545
Hartford Financial Management
Connecticut
$8.06K – – –
RFG
1546
RFP Financial Group
Georgia
$8.06K – – –
IFAM
1547
Institutional & Family Asset Management
Colorado
$7.58K – – –
BCA
1548
Bray Capital Advisors
Florida
$7.28K +$2.02K +78 +41%
LWA
1549
Lowe Wealth Advisors
Maryland
$6.05K – – –
WPWM
1550
Western Pacific Wealth Management
Illinois
$5.5K – – –
60 61
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63 64