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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1826
Sagace Wealth Management
Florida
– -$1.24M -44,334 Closed
Lido Advisors
1827
Lido Advisors
California
– -$1.21M -43,115 Closed
MC
1828
Montag & Caldwell
Georgia
– -$1.17M -41,773 Closed
FFB
1829
First Financial Bankshares
Texas
– -$1.09M -38,990 Closed
ZI
1830
ZEGA Investments
Florida
– -$1.08M -38,732 Closed
FGA
1831
Fortis Group Advisors
New Jersey
– -$1.03M -37,014 Closed
MHS
1832
M Holdings Securities
Oregon
– -$1.02M -36,335 Closed
RFMS
1833
RWQ Financial Management Services
Florida
– -$991K -35,430 Closed
SWM
1834
Segment Wealth Management
Texas
– -$948K -33,900 Closed
Renaissance Technologies
1835
Renaissance Technologies
New York
– -$903K -32,300 Closed
CCM
1836
Crew Capital Management
Ohio
– -$878K -31,406 Closed
PIWA
1837
Prevail Innovative Wealth Advisors
Kansas
– -$852K -30,468 Closed
PA
1838
Prossimo Advisors
California
– -$750K -26,817 Closed
Wolverine Trading
1839
Wolverine Trading
Illinois
– -$690K -25,019 Closed
PWMA
1840
Pension & Wealth Management Advisors
Massachusetts
– -$688K -24,608 Closed
BSTWA
1841
Blake Schutter Theil Wealth Advisors
Ohio
– -$687K -24,561 Closed
EI
1842
Ellevest Inc
New York
– -$678K -24,245 Closed
VCM
1843
Virtue Capital Management
Tennessee
– -$588K -21,047 Closed
FA
1844
FSA Advisors
Michigan
– -$586K -20,947 Closed
BIP
1845
Blueprint Investment Partners
North Carolina
– -$553K -19,772 Closed
CF
1846
Claris Financial
Virginia
– -$519K -18,983 Closed
NCG
1847
Newport Capital Group
New Jersey
– -$523K -18,721 Closed
CFS
1848
Cannon Financial Strategists
Georgia
– -$479K -17,115 Closed
RWM
1849
Riverbend Wealth Management
South Carolina
– -$477K -17,058 Closed
EWM
1850
Evercore Wealth Management
New York
– -$467K -16,709 Closed