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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1651
Bellwether Advisors
Nebraska
$98.6K – – –
PCM
1652
Palouse Capital Management
Washington
$97K -$52 -2 -0.1%
BA
1653
Ballast Advisors
Minnesota
$96.9K +$2.46K +94 +3%
FFO
1654
Fortitude Family Office
Arizona
$95.8K +$67K +2,565 +244%
UCB
1655
United Community Bank
South Carolina
$95.4K – – –
RI
1656
Ridgewood Investments
New Jersey
$94K +$183 +7 +0.2%
AT
1657
Avalon Trust
New Mexico
$90.6K – – –
RTL
1658
Red Tortoise LLC
Georgia
$87.2K +$392 +15 +0.5%
CW
1659
Curio Wealth
Maryland
$85.9K +$84.5K +3,236 +80,900%
TPWA
1660
Twin Peaks Wealth Advisors
California
$85.3K +$82.2K +3,146 New
NEWAS
1661
N.E.W. Advisory Services
Wisconsin
$84.3K -$462K -17,683 -85%
LFA
1662
LGT Financial Advisors
Texas
$81.4K -$32.7K -1,251 -29%
VWWMG
1663
Vermillion & White Wealth Management Group
Pennsylvania
$80K -$2.65M -101,563 -97%
AT
1664
Arlington Trust
Alabama
$79.5K – – –
MJRIC
1665
Mogy Joel R Investment Counsel
California
$79.5K +$78.3K +3,000 New
AWM
1666
Abound Wealth Management
Tennessee
$79K – – –
WCM
1667
Weaver Capital Management
Georgia
$78.1K +$77K +2,947 New
SIC
1668
SJS Investment Consulting
Ohio
$73.5K – – –
NC
1669
North Capital
Utah
$73.1K +$13.9K +532 +24%
GEA
1670
Glen Eagle Advisors
New Jersey
$72.1K +$7.08K +271 +11%
APW
1671
Aventura Private Wealth
Florida
$71.8K – – –
SC
1672
Stephens Consulting
Michigan
$71.7K -$19K -726 -21%
SWIM
1673
Smallwood Wealth Investment Management
New Jersey
$71.2K – – –
HHGA
1674
Halbert Hargrove Global Advisors
California
$69K -$9.92K -380 -13%
CFFP
1675
Center for Financial Planning
Michigan
$68.8K – – –
65 66
67
68 69