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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
1576
Iron Horse Wealth Management
Iowa
$18.2K -$9.4K -345 -35%
C
1577
Covestor
United Kingdom
$18K -$654 -24 -4%
HWA
1578
Heritage Wealth Advisors
Virginia
$17.8K – – –
SC
1579
Swan Capital
Florida
$17K +$16K +588 +3,920%
NECFA
1580
New England Capital Financial Advisors
Connecticut
$16.9K – – –
SC
1581
Steph & Co
Wisconsin
$16.9K – – –
MFG
1582
Mendota Financial Group
Wisconsin
$16.9K +$16.3K +600 New
SR
1583
Syntax Research
Florida
$15.9K +$15.4K +564 New
FAM
1584
Family Asset Management
South Carolina
$15.4K -$34.5K -1,266 -70%
OLVIG
1585
Oliver Lagore Vanvalin Investment Group
Michigan
$14.8K -$4.09K -150 -22%
PCM
1586
Perritt Capital Management
Illinois
$14.8K – – –
VCM
1587
Versant Capital Management
Arizona
$14.5K -$70.5K -2,586 -83%
EA
1588
Evolution Advisers
Virginia
$14K +$13.9K +510 New
BFO
1589
Biltmore Family Office
North Carolina
$12.7K – – –
SWM
1590
Sugarloaf Wealth Management
Georgia
$12.7K +$12.3K +450 New
HCM
1591
Hollencrest Capital Management
California
$12K -$90.8K -3,333 -89%
SNB
1592
Security National Bank
Nebraska
$11.8K -$10.8K -396 -49%
PPA
1593
Painted Porch Advisors
California
$11.7K +$1.88K +69 +20%
LIS
1594
Legacy Investment Solutions
Idaho
$11.6K +$32.6K +1,197 New
LWMI
1595
Legacy Wealth Management (Idaho)
Idaho
$11.6K +$32.6K +1,197 New
MRCM
1596
M&R Capital Management
New Jersey
$11.4K – – –
FMP
1597
Financial Management Professionals
Texas
$11K – – –
NMM
1598
Naples Money Management
Florida
$10K +$82 +3 +0.8%
LB
1599
Legacy Bridge
Iowa
$8.45K – – –
BCA
1600
Bray Capital Advisors
Florida
$7.69K +$82 +3 +1%
62 63
64
65 66