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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1826
Canopy Partners
Ohio
$237K +$476 +15 +0.2%
CAS
1827
Coppell Advisory Solutions
Texas
$237K +$429K +13,535 New
NG
1828
Norden Group
Utah
$237K +$730 +23 +0.3%
MF
1829
Manchester Financial
California
$237K -$19.8K -625 -8%
FFS
1830
Flavin Financial Services
Florida
$237K +$1.87K +59 +0.8%
VA
1831
Veratis Advisors
North Carolina
$237K +$237K +7,460 New
SFG
1832
Synergy Financial Group
California
$236K -$5.42K -171 -2%
VPW
1833
Vaquero Private Wealth
Texas
$236K +$236K +7,433 New
CPA
1834
Capital Performance Advisors
California
$235K +$235K +7,407 New
TC
1835
Trilogy Capital
California
$234K – – –
PHS
1836
Pekin Hardy Strauss
Illinois
$233K +$233K +7,359 New
BWA
1837
Boulder Wealth Advisors
Colorado
$232K +$232K +7,327 New
LWM
1838
Luminvest Wealth Management
Arizona
$230K +$230K +7,263 New
MWC
1839
MKD Wealth Coaches
Michigan
$230K – – –
PBO
1840
Peoples Bank (Ohio)
Ohio
$230K -$63 -2 -0%
LCS
1841
Levin Capital Strategies
New York
$229K +$229K +7,212 New
PCM
1842
Permanent Capital Management
Illinois
$229K +$229K +7,212 New
CPIA
1843
Cornell Pochily Investment Advisors
New York
$228K -$18.9K -597 -8%
RSWA
1844
Robinson Smith Wealth Advisors
Maine
$228K – – –
OAJ
1845
Ogorek Anthony Joseph
New York
$228K -$19.4K -613 -8%
WIM
1846
Westside Investment Management
California
$228K – – –
BOC
1847
Bull Oak Capital
California
$227K +$6.63K +209 +3%
BHWM
1848
Bar Harbor Wealth Management
New Hampshire
$227K +$227K +7,161 New
IWS
1849
Insight Wealth Strategies
California
$227K – – –
GC
1850
Gibson Capital
Pennsylvania
$227K – – –
72 73
74
75 76