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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1701
Barrett & Company
Rhode Island
$47.5K +$9.51K +341 +25%
NFSG
1702
Newbridge Financial Services Group
Florida
$42.3K -$279K -10,022 -87%
DF
1703
Dunhill Financial
United Kingdom
$42K +$20.2K +725 +93%
KHC
1704
Koesten Hirschmann & Crabtree
Kansas
$41.9K – – –
OA
1705
Operose Advisors
Wisconsin
$41.8K – – –
WIM
1706
Westside Investment Management
California
$41.1K +$39.9K +1,430 +3,667%
KSB
1707
Kennebec Savings Bank
Maine
$41K +$4.91K +176 +14%
HDIM
1708
Hanson & Doremus Investment Management
Vermont
$41K -$12.5K -448 -23%
MIM
1709
MTM Investment Management
South Carolina
$39.6K +$39.6K +1,422 New
OIA
1710
Optimum Investment Advisors
Illinois
$38.6K +$14.1K +505 +58%
AW
1711
Avion Wealth
Texas
$36K – – –
MEG
1712
Millstone Evans Group
Colorado
$35.7K – – –
SRCM
1713
Signature Resources Capital Management
California
$34.8K – – –
DRP
1714
Decker Retirement Planning
Utah
$34.1K -$55.6K -1,996 -62%
BI
1715
Binnacle Investments
Iowa
$34.1K +$34K +1,218 New
FFA
1716
Frazier Financial Advisors
Ohio
$33.3K -$6.91K -248 -17%
MBFW
1717
Morton Brown Family Wealth
Pennsylvania
$32.4K +$167 +6 +0.5%
TWD
1718
True Wealth Design
Ohio
$30.4K -$13.8K -496 -31%
IA
1719
IFS Advisors
Kansas
$30.1K – – –
FDCDDQ
1720
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6K +$5.49K +197 +23%
FFO
1721
Fortitude Family Office
Arizona
$29.4K -$53.9K -1,935 -65%
MFT
1722
Moisand Fitzgerald Tamayo
Florida
$29.1K – – –
MG
1723
MilWealth Group
Wisconsin
$27.7K -$60.7K -2,178 -69%
RDFA
1724
Ritter Daniher Financial Advisory
Ohio
$27.3K – – –
HC
1725
Hoese & Co
Minnesota
$27K – – –
67 68
69
70 71