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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2026
Acumen Wealth Advisors
Tennessee
$43.3K -$86.5K -2,727 -67%
TIM
2027
Thompson Investment Management
Wisconsin
$42.9K -$30.5K -962 -42%
HWM
2028
HighMark Wealth Management
Minnesota
$42.7K -$50.1K -1,579 -54%
FG
2029
Fairman Group
Pennsylvania
$41.3K +$21.6K +682 +110%
BWA
2030
Basecamp Wealth Advisors
Washington
$41.3K -$451K -14,202 -92%
T
2031
Transce3nd
Texas
$40.9K -$539 -17 -1%
SMA
2032
Sage Mountain Advisors
Georgia
$38.7K – – –
IA
2033
IFS Advisors
Kansas
$38.7K – – –
CB
2034
CNB Bank
Pennsylvania
$38.5K -$18.7K -588 -33%
HDIM
2035
Hanson & Doremus Investment Management
Vermont
$37K -$26.6K -840 -42%
MLA
2036
MB, Levis & Associates
Pennsylvania
$36.5K +$286 +9 +0.8%
BA
2037
Blueline Advisors
New Hampshire
$35.5K +$35.5K +1,120 New
TCM
2038
Tradewinds Capital Management
Washington
$34.5K -$116K -3,655 -77%
DWS
2039
Dynamic Wealth Strategies
California
$33.4K – – –
ATS
2040
Ashton Thomas Securities
New York
$33.3K – – –
FMB
2041
Field & Main Bank
Kentucky
$33.3K – – –
FFO
2042
Fortitude Family Office
Arizona
$33.3K – – –
HWA
2043
Heritage Wealth Advisors
Virginia
$32.7K -$31.7K -1,000 -49%
KFP
2044
Kerr Financial Planning
California
$31.7K -$286 -9 -0.9%
MG
2045
MilWealth Group
Wisconsin
$31.4K – – –
GWP
2046
Gen-Wealth Partners
Michigan
$31.4K +$29.3K +923 +1,378%
SC
2047
Swan Capital
Florida
$31.3K +$254 +8 +0.8%
RDFA
2048
Ritter Daniher Financial Advisory
Ohio
$30.9K – – –
BFO
2049
Biltmore Family Office
North Carolina
$30.9K – – –
AIA
2050
Aventus Investment Advisors
Florida
$30.4K – – –
80 81
82
83 84