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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
1851
St Louis Trust
Missouri
– -$341K -12,465 Closed
SPW
1852
Sonoma Private Wealth
California
– -$316K -11,580 Closed
BAM
1853
Bosun Asset Management
Illinois
– -$314K -11,500 Closed
KIC
1854
Keating Investment Counselors
Florida
– -$300K -10,990 Closed
OCM
1855
Objective Capital Management
Ohio
– -$281K -10,302 Closed
WC
1856
Wynn Capital
Georgia
– -$273K -10,005 Closed
MW
1857
Maia Wealth
Colorado
– -$282K -9,895 Closed
GWM
1858
GK Wealth Management
Nevada
– -$267K -9,775 Closed
SW
1859
SteelPeak Wealth
California
– -$266K -9,744 Closed
GL
1860
Gerber LLC
Ohio
– -$247K -9,048 Closed
BHWM
1861
Bar Harbor Wealth Management
New Hampshire
– -$232K -8,500 Closed
WF
1862
WoodTrust Financial
Wisconsin
– -$231K -8,472 Closed
WC
1863
Waterloo Capital
Texas
– -$227K -8,318 Closed
BOC
1864
Bull Oak Capital
California
– -$221K -8,102 Closed
CCMG
1865
Clark Capital Management Group
Pennsylvania
– -$219K -8,016 Closed
CAM
1866
Covenant Asset Management
New Jersey
– -$212K -7,749 Closed
BAM
1867
BOS Asset Management
Illinois
– -$211K -7,715 Closed
SRWM
1868
Shira Ridge Wealth Management
California
– -$206K -7,549 Closed
CHAM
1869
Clear Harbor Asset Management
Connecticut
– -$206K -7,534 Closed
SAM
1870
Silvercrest Asset Management
New York
– -$202K -7,404 Closed
KG
1871
Kieckhefer Group
Wisconsin
– -$130K -4,755 Closed
HC
1872
Hara Capital
Washington
– -$127K -4,666 Closed
TCG
1873
Transcendent Capital Group
Oklahoma
– -$118K -4,313 Closed
QCG
1874
Quadrant Capital Group
Ohio
– -$83.2K -3,045 Closed
HT
1875
Headlands Technologies
Illinois
– -$82.1K -3,004 Closed
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