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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2001
Hollencrest Capital Management
California
$15.7K +$2.61K +86 +20%
VR
2002
Vision Retirement
New Jersey
$14.6K +$14.4K +476 New
QC
2003
Quent Capital
New York
$14.5K -$819 -27 -5%
TF
2004
Tompkins Financial
New York
$14.5K – – –
HNW
2005
High Note Wealth
Minnesota
$13.8K – – –
CT
2006
Coastline Trust
Rhode Island
$13.8K – – –
VWA
2007
VSM Wealth Advisory
Maryland
$13.5K +$121 +4 +0.9%
LWMI
2008
Legacy Wealth Management (Idaho)
Idaho
$13.5K +$6.98K +230 +109%
SA
2009
Strategic Advocates
Utah
$12.8K -$24.1K -794 -66%
AP
2010
Atwood & Palmer
Missouri
$12.7K +$12.5K +413 New
NL
2011
NorthAvenue LLC
Ohio
$12.2K – – –
AIP
2012
Ameritas Investment Partners
Nebraska
$11.8K -$39K -1,286 -77%
MSWM
2013
Mowery & Schoenfeld Wealth Management
Illinois
$10.5K – – –
GWS
2014
Greykasell Wealth Strategies
California
$10.3K +$91 +3 +0.9%
CFM
2015
Cornerstone Financial Management
Massachusetts
$10.1K – – –
VFM
2016
Vision Financial Markets
Connecticut
$9.97K – – –
CFO
2017
Cambient Family Office
Michigan
$9.2K – – –
LB
2018
Legacy Bridge
Iowa
$9.2K – – –
NWMP
2019
Noble Wealth Management PBC
Colorado
$9.2K – – –
JWM
2020
JPL Wealth Management
Colorado
$8.93K +$8.83K +291 New
B
2021
Birchbrook
Maine
$7.69K +$61 +2 +0.8%
MDA
2022
Minot DeBlois Advisors
Massachusetts
$7.67K – – –
FMP
2023
Financial Management Professionals
Texas
$6.9K – – –
WPWM
2024
Western Pacific Wealth Management
Illinois
$6.77K +$61 +2 +0.9%
OCM
2025
Osbon Capital Management
Massachusetts
$6.54K – – –
79 80
81
82 83