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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1876
Atlas Capital Advisors
Wyoming
$14.1K +$14K +514 New
QC
1877
Quent Capital
New York
$13.7K +$13.6K +501 New
TF
1878
Tompkins Financial
New York
$13K – – –
HNW
1879
High Note Wealth
Minnesota
$12.4K – – –
CT
1880
Coastline Trust
Rhode Island
$12.3K – – –
BHWM
1881
Beaird Harris Wealth Management
Texas
$12K +$6.55K +241 +122%
VWA
1882
VSM Wealth Advisory
Maryland
$12K +$326 +12 +3%
HCM
1883
Hollencrest Capital Management
California
$11.7K -$45.3K -1,665 -80%
NL
1884
NorthAvenue LLC
Ohio
$10.9K +$10.8K +399 New
TC
1885
Truvestments Capital
Florida
$10.7K -$23.4K -861 -69%
FG
1886
Fairman Group
Pennsylvania
$10.6K – – –
MSWM
1887
Mowery & Schoenfeld Wealth Management
Illinois
$9.42K – – –
PWAM
1888
Private Wealth Asset Management
Iowa
$9.3K – – –
GWS
1889
Greykasell Wealth Strategies
California
$9.15K +$82 +3 +0.9%
CFM
1890
Cornerstone Financial Management
Massachusetts
$9.05K +$8.97K +330 New
VFM
1891
Vision Financial Markets
Connecticut
$8.91K +$4.76K +175 +117%
LB
1892
Legacy Bridge
Iowa
$8.23K – – –
NWMP
1893
Noble Wealth Management PBC
Colorado
$8.23K – – –
CFO
1894
Cambient Family Office
Michigan
$8.23K +$8.16K +300 New
FIA
1895
FNY Investment Advisers
New York
$8K +$8.16K +300 New
MDA
1896
Minot DeBlois Advisors
Massachusetts
$6.86K – – –
B
1897
Birchbrook
Maine
$6.84K +$27 +1 +0.4%
FMP
1898
Financial Management Professionals
Texas
$6.17K – – –
WPWM
1899
Western Pacific Wealth Management
Illinois
$6K +$54 +2 +0.9%
OCM
1900
Osbon Capital Management
Massachusetts
$5.84K +$5.79K +213 New
74 75
76
77 78