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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1526
Addison Advisors
Vermont
$52.5K – – –
VDBMI
1527
Van Den Berg Management I
Texas
$51.5K – – –
FCMT
1528
Founders Capital Management (Texas)
Texas
$50.7K – – –
VWM
1529
Venturi Wealth Management
Texas
$50.3K +$245 +9 +0.5%
CYG
1530
Clean Yield Group
Vermont
$47.8K – – –
TWD
1531
True Wealth Design
Ohio
$44.5K +$245 +9 +0.6%
IWP
1532
IAG Wealth Partners
Wisconsin
$44.5K +$39.1K +1,437 +998%
QC
1533
Quent Capital
New York
$43.7K +$19.6K +720 +87%
FFA
1534
Fairfield Financial Advisors
Massachusetts
$43.4K +$817 +30 +2%
CP
1535
Castleview Partners
Texas
$43.1K +$3.76K +138 +10%
KHC
1536
Koesten Hirschmann & Crabtree
Kansas
$42.3K – – –
OA
1537
Operose Advisors
Wisconsin
$42.1K – – –
AW
1538
Avion Wealth
Texas
$41K +$490 +18 +1%
CSWM
1539
Cassady Schiller Wealth Management
Ohio
$38K +$36.8K +1,350 New
AWM
1540
Atticus Wealth Management
Florida
$36.4K +$35.1K +1,290 New
SRCM
1541
Signature Resources Capital Management
California
$35.1K – – –
CAS
1542
Coppell Advisory Solutions
Texas
$34.6K +$17.2K +630 +105%
BC
1543
Barrett & Company
Rhode Island
$34.1K +$33K +1,212 New
RCM
1544
Raleigh Capital Management
North Carolina
$33.1K – – –
MBFW
1545
Morton Brown Family Wealth
Pennsylvania
$32.5K +$13K +477 +71%
IA
1546
IFS Advisors
Kansas
$32K +$2.37K +87 +8%
KSB
1547
Kennebec Savings Bank
Maine
$31.4K +$30.3K +1,113 New
OW
1548
Olistico Wealth
Oklahoma
$31.3K +$327 +12 +1%
PPWM
1549
PFG Private Wealth Management
Florida
$29K – – –
MG
1550
MilWealth Group
Wisconsin
$27.9K – – –
60 61
62
63 64