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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1551
Pacific Sage Partners
Washington
$245K +$244K +8,756 New
TWM
1552
TCFG Wealth Management
California
$245K +$6.75K +242 +3%
CWM
1553
Calamos Wealth Management
Illinois
$244K +$14.9K +536 +7%
GI
1554
GAMMA Investing
California
$243K -$29.4K -1,053 -11%
CWM
1555
ClientFirst Wealth Management
Arkansas
$243K – – –
DIM
1556
Delta Investment Management
California
$243K +$19.8K +710 +9%
HWA
1557
HMV Wealth Advisors
Louisiana
$243K -$20.9K -750 -8%
EW
1558
Evoke Wealth
California
$241K +$27.4K +984 +13%
TWA
1559
TCI Wealth Advisors
Arizona
$241K -$4.18K -150 -2%
W
1560
WealthCollab
Washington
$239K +$279 +10 +0.1%
AAG
1561
Accordant Advisory Group
Maryland
$239K +$68.9K +2,470 +41%
SM
1562
Sensible Money
Arizona
$239K – – –
SFM
1563
Signet Financial Management
New Jersey
$238K -$81.1K -2,908 -25%
LSA
1564
Lansing Street Advisors
Pennsylvania
$237K +$2.09K +75 +0.9%
NHT
1565
New Hampshire Trust
New Hampshire
$234K -$298K -10,688 -56%
WA
1566
WESPAC Advisors
California
$233K +$19.7K +708 +9%
FFG
1567
Fiduciary Financial Group
California
$232K +$25.8K +926 +11%
SOWAS
1568
Silver Oak Wealth Advisors Services
California
$231K – – –
SLC
1569
Second Line Capital
Louisiana
$231K +$13.4K +481 +6%
AWA
1570
Aletheian Wealth Advisors
Washington
$231K +$230K +8,250 New
MPWT
1571
MassMutual Private Wealth & Trust
Connecticut
$228K -$64.7K -2,320 -22%
UB
1572
UMB Bank
Missouri
$226K – – –
BCP
1573
Blue Chip Partners
Michigan
$226K -$1.84K -66 -0.8%
CMP
1574
Coston McIsaac & Partners
Maine
$225K -$25.6K -920 -10%
HG
1575
Harbor Group
New Hampshire
$224K – – –
61 62
63
64 65