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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
2001
Wisconsin Wealth Advisors
Wisconsin
– -$281K -10,279 Closed
SL
2002
Summitry LLC
California
– -$276K -10,099 Closed
WA
2003
Waterford Advisors
New York
– -$273K -9,987 Closed
FC
2004
Fjell Capital
North Dakota
– -$270K -9,884 Closed
MAG
2005
Members Advisory Group
New York
– -$264K -9,683 Closed
PA
2006
Promethium Advisors
Maryland
– -$258K -9,434 Closed
KIM
2007
Kestra Investment Management
Texas
– -$241K -8,817 Closed
PGF
2008
Plan Group Financial
Oklahoma
– -$238K -8,728 Closed
AWM
2009
Apex Wealth Management
New Hampshire
– -$235K -8,624 Closed
SA
2010
Sonoma Allocations
California
– -$228K -8,580 Closed
LW
2011
Libra Wealth
California
– -$233K -8,526 Closed
SGI
2012
Summit Global Investments
Utah
– -$227K -8,315 Closed
HGA
2013
Hobbs Group Advisors
South Carolina
– -$226K -8,260 Closed
NHFG
2014
New Harbor Financial Group
Massachusetts
– -$219K -8,018 Closed
AFG
2015
Arkansas Financial Group
Arkansas
– -$216K -7,915 Closed
SCM
2016
Saxony Capital Management
Missouri
– -$216K -7,911 Closed
WC
2017
Waterloo Capital
Texas
– -$214K -7,834 Closed
BWM
2018
Base Wealth Management
Florida
– -$212K -7,756 Closed
MWA
2019
Martel Wealth Advisors
Washington
– -$211K -7,719 Closed
BCG
2020
Bravias Capital Group
New Jersey
– -$209K -7,639 Closed
KWM
2021
Keebeck Wealth Management
Illinois
– -$206K -7,564 Closed
AWM
2022
Adams Wealth Management
Utah
– -$203K -7,448 Closed
CI
2023
CacheTech Inc
Utah
– -$203K -7,448 Closed
RWMG
2024
Redwood Wealth Management Group
New Jersey
– -$202K -7,400 Closed
TIM
2025
Tortoise Investment Management
New York
– -$184K -6,726 Closed
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