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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1576
Steph & Co
Wisconsin
$16.9K – – –
MFG
1577
Mendota Financial Group
Wisconsin
$16.9K +$16.3K +600 New
SR
1578
Syntax Research
Florida
$15.9K +$15.4K +564 New
FAM
1579
Family Asset Management
South Carolina
$15.4K -$34.5K -1,266 -70%
OLVIG
1580
Oliver Lagore Vanvalin Investment Group
Michigan
$14.8K -$4.09K -150 -22%
PCM
1581
Perritt Capital Management
Illinois
$14.8K – – –
VCM
1582
Versant Capital Management
Arizona
$14.5K -$70.5K -2,586 -83%
EA
1583
Evolution Advisers
Virginia
$14K +$13.9K +510 New
BFO
1584
Biltmore Family Office
North Carolina
$12.7K – – –
SWM
1585
Sugarloaf Wealth Management
Georgia
$12.7K +$12.3K +450 New
HCM
1586
Hollencrest Capital Management
California
$12K -$90.8K -3,333 -89%
SNB
1587
Security National Bank
Nebraska
$11.8K -$10.8K -396 -49%
PPA
1588
Painted Porch Advisors
California
$11.7K +$1.88K +69 +20%
LIS
1589
Legacy Investment Solutions
Idaho
$11.6K +$32.6K +1,197 New
LWMI
1590
Legacy Wealth Management (Idaho)
Idaho
$11.6K +$32.6K +1,197 New
MRCM
1591
M&R Capital Management
New Jersey
$11.4K – – –
FMP
1592
Financial Management Professionals
Texas
$11K – – –
NMM
1593
Naples Money Management
Florida
$10K +$82 +3 +0.8%
LB
1594
Legacy Bridge
Iowa
$8.45K – – –
BCA
1595
Bray Capital Advisors
Florida
$7.69K +$82 +3 +1%
CNBT
1596
Cornerstone National Bank & Trust
Illinois
$6.85K +$6.62K +243 New
B
1597
Birchbrook
Maine
$6.85K +$82 +3 +1%
LWA
1598
Lowe Wealth Advisors
Maryland
$6.34K – – –
WPWM
1599
Western Pacific Wealth Management
Illinois
$5.88K +$163 +6 +3%
BHWM
1600
Beaird Harris Wealth Management
Texas
$5.39K -$314K -11,514 -98%
62 63
64
65 66