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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FLFS
1676
Family Legacy Financial Solutions
North Carolina
$68K +$67K +2,566 New
CI
1677
CX Institutional
Indiana
$63K -$281K -10,763 -82%
RWM
1678
Rialto Wealth Management
New York
$62K – – –
BC
1679
Barrett & Company
Rhode Island
$60K +$14.8K +566 +33%
RF
1680
Robinswood Financial
Washington
$59.7K +$575 +22 +1%
GWSA
1681
Global Wealth Strategies & Associates
Colorado
$59.1K – – –
OAJ
1682
Ogorek Anthony Joseph
New York
$58K +$548 +21 +1%
TIM
1683
Thompson Investment Management
Wisconsin
$57.5K – – –
OFG
1684
Oxford Financial Group
Indiana
$56.6K – – –
PW
1685
Pandora Wealth
Illinois
$55.6K – – –
FCT
1686
First Community Trust
Iowa
$55.6K +$33.8K +1,293 +161%
GC
1687
Garde Capital
Washington
$55.6K +$54K +2,067 +6,890%
TAM
1688
Tucker Asset Management
Colorado
$54.4K -$13.1K -500 -20%
RF
1689
Roxbury Financial
New Jersey
$52.3K +$966 +37 +2%
VDBMI
1690
Van Den Berg Management I
Texas
$50.5K -$496 -19 -1%
DF
1691
Dunhill Financial
United Kingdom
$49.4K +$9.45K +362 +24%
CSPIA
1692
Cary Street Partners Investment Advisory
Virginia
$49.1K – – –
CB
1693
CNB Bank
Pennsylvania
$49K -$18.3K -702 -28%
CAIM
1694
Catherine Avery Investment Management
Florida
$47.9K -$42.9K -1,641 -48%
FCMT
1695
Founders Capital Management (Texas)
Texas
$47.7K – – –
DEM
1696
Disciplined Equity Management
Florida
$47.1K – – –
C
1697
Covestor
United Kingdom
$47K +$27.2K +1,040 +141%
ITIM
1698
Indiana Trust & Investment Management
Indiana
$46.3K – – –
CFS
1699
Compass Financial Services
Iowa
$45.6K +$444 +17 +1%
TIM
1700
Total Investment Management
Arizona
$42.6K +$42K +1,607 New
66 67
68
69 70