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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1876
Hantz Financial Services
Michigan
$130K -$26.8K -882 -17%
SGK
1877
Steigerwald Gordon & Koch
Virginia
$130K +$54.4K +1,792 +73%
BIAS
1878
Beacon Investment Advisory Services
New Jersey
$128K +$126K +4,167 New
AWA
1879
Acumen Wealth Advisors
Tennessee
$126K – – –
PWAM
1880
Private Wealth Asset Management
Iowa
$117K +$105K +3,465 +1,022%
GWM
1881
GSB Wealth Management
Connecticut
$117K -$36.6K -1,206 -24%
MCA
1882
McGuire Capital Advisors
Oklahoma
$116K +$1.06K +35 +0.9%
PWMG
1883
Prestige Wealth Management Group
New Jersey
$115K – – –
PCM
1884
Palouse Capital Management
Washington
$113K +$91 +3 +0.1%
NWM
1885
Navigoe Wealth Management
California
$112K – – –
BA
1886
Ballast Advisors
Minnesota
$109K – – –
SC
1887
Solstein Capital
California
$103K – – –
RTL
1888
Red Tortoise LLC
Georgia
$103K +$546 +18 +0.5%
B
1889
Bayban
Minnesota
$103K -$62K -2,043 -38%
CW
1890
Curio Wealth
Maryland
$99.4K – – –
SIC
1891
SJS Investment Consulting
Ohio
$97.6K +$5.92K +195 +7%
WSFS
1892
Wilmington Savings Fund Society
Delaware
$94.6K – – –
TPWA
1893
Twin Peaks Wealth Advisors
California
$94.5K +$93.4K +3,080 New
FLP
1894
Financial Life Planners
Arizona
$93.8K +$92.8K +3,058 New
WCM
1895
Weaver Capital Management
Georgia
$93K +$758 +25 +0.8%
BC
1896
Barrett & Company
Rhode Island
$92.2K -$2.46K -81 -3%
AT
1897
Arlington Trust
Alabama
$92K – – –
MJRIC
1898
Mogy Joel R Investment Counsel
California
$92K – – –
NFSG
1899
Newbridge Financial Services Group
Florida
$91.3K +$51.7K +1,705 +134%
TLCM
1900
Twin Lakes Capital Management
California
$89.7K +$88.7K +2,925 New
74 75
76
77 78