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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1551
Pegasus Asset Management
New York
$365K +$26.5K +875 +8%
AFWM
1552
Arta Finance Wealth Management
California
$364K +$76.5K +2,521 +27%
ETS
1553
ESL Trust Services
New York
$364K -$1.58M -52,246 -81%
TA
1554
TFB Advisors
Kansas
$363K +$18.1K +597 +5%
WW
1555
Waterfront Wealth
Kansas
$362K -$14.3K -471 -4%
TIP
1556
Tandem Investment Partners
New Jersey
$360K -$8.55K -282 -2%
FWCM
1557
Ferguson Wellman Capital Management
Oregon
$360K -$23.8K -785 -6%
JESC
1558
J.E. Simmons & Co
Texas
$360K – – –
VC
1559
Vicus Capital
Pennsylvania
$358K +$12.8K +421 +4%
SWM
1560
SK Wealth Management
Rhode Island
$358K +$2.94K +97 +0.8%
RWB
1561
RMR Wealth Builders
New Jersey
$358K -$16.5K -544 -4%
GA
1562
GoalVest Advisory
New York
$358K -$53.6K -1,766 -13%
ECM
1563
EagleClaw Capital Management
Massachusetts
$358K +$61.6K +2,030 +21%
SA
1564
Sacks & Associates
New Jersey
$358K +$273 +9 +0.1%
HPC
1565
HM Payson & Co
Maine
$357K +$144K +4,742 +69%
SEP
1566
Signature Equity Partners
Ohio
$357K -$20.5K -675 -5%
AGP
1567
Autumn Glory Partners
Texas
$355K – – –
MSG
1568
Main Street Group
Virginia
$352K +$971 +32 +0.3%
FL
1569
FreeGulliver LLC
Louisiana
$352K +$348K +11,466 New
UB
1570
UMB Bank
Missouri
$352K +$56.4K +1,859 +19%
PWM
1571
PTM Wealth Management
United States
$352K -$130K -4,285 -27%
DWM
1572
Drive Wealth Management
Utah
$352K -$279K -9,194 -45%
FTUS
1573
Flow Traders U.S.
New York
$351K +$347K +11,451 New
SWP
1574
SIMA Wealth Partners
Virginia
$350K +$152 +5 +0%
GI
1575
GAMMA Investing
California
$349K +$84.3K +2,779 +32%
61 62
63
64 65