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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
1801
WealthCollab
Washington
$251K +$286 +9 +0.1%
CASB
1802
Cape Ann Savings Bank
Massachusetts
$251K
NHT
1803
New Hampshire Trust
New Hampshire
$250K +$37.8K +1,193 +18%
OPW
1804
Osprey Private Wealth
New York
$250K
Barclays
1805
Barclays
United Kingdom
$249K +$186K +5,868 +293%
PFM
1806
Peak Financial Management
Massachusetts
$247K
PPA
1807
Pacific Point Advisors
California
$246K -$476 -15 -0.2%
RIS
1808
Retirement Income Solutions
Michigan
$245K
HIMC
1809
Heritage Investors Management Corp
Maryland
$245K -$19.2K -605 -7%
GPA
1810
Guerra Pan Advisors
New Jersey
$244K
BFG
1811
Birch Financial Group
New Hampshire
$243K -$4.6K -145 -2%
FA
1812
Forefront Analytics
Pennsylvania
$243K -$236K -7,443 -49%
EI
1813
Ellevest Inc
New York
$243K +$11.4K +359 +5%
PWG
1814
Private Wealth Group
Florida
$243K +$243K +7,659 New
TSWM
1815
Triangle Securities Wealth Management
North Carolina
$243K -$15.9K -500 -6%
HAC
1816
Harbor Advisory Corp
New Hampshire
$242K
PHAM
1817
Palisades Hudson Asset Management
Florida
$241K
DI
1818
Diligent Investors
California
$241K +$241K +7,600 New
WAM
1819
WNY Asset Management
New York
$239K +$239K +7,524 New
CFG
1820
Copley Financial Group
California
$239K -$18.2K -575 -7%
FCMA
1821
Foresight Capital Management Advisors
Michigan
$238K +$127 +4 +0.1%
PCM
1822
Prospera Capital Management
Arizona
$238K +$234K +7,382 New
PW
1823
PUREfi Wealth
Massachusetts
$238K -$47.6K -1,500 -17%
ARA
1824
Approach Retirement Advisors
Alabama
$238K
DWA
1825
Davis Wealth Advisors
New Hampshire
$238K -$85.8K -2,705 -27%