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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2026
Kerr Financial Planning
California
$31.7K -$286 -9 -0.9%
MG
2027
MilWealth Group
Wisconsin
$31.4K – – –
GWP
2028
Gen-Wealth Partners
Michigan
$31.4K +$29.3K +923 +1,378%
SC
2029
Swan Capital
Florida
$31.3K +$254 +8 +0.8%
RDFA
2030
Ritter Daniher Financial Advisory
Ohio
$30.9K – – –
BFO
2031
Biltmore Family Office
North Carolina
$30.9K – – –
AIA
2032
Aventus Investment Advisors
Florida
$30.4K – – –
CSB
2033
City State Bank
Iowa
$30.3K – – –
MA
2034
Montag & Associates
Georgia
$30.1K +$30.1K +950 New
MHIP
2035
Mountain Hill Investment Partners
New Jersey
$30K +$1.4K +44 +5%
CFO
2036
Cambient Family Office
Michigan
$29.6K +$20.1K +634 +211%
KG
2037
Kilter Group
New York
$29.2K – – –
MTI
2038
Merrithew & Thorsten Inc
California
$29K +$222 +7 +0.7%
MSFP
2039
Mark Sheptoff Financial Planning
Connecticut
$28.2K – – –
DPW
2040
DiNuzzo Private Wealth
Pennsylvania
$27.5K +$27.5K +866 New
ABC
2041
Anchor Bay Capital
California
$27.1K +$25.1K +792 New
ISWM
2042
Intesa Sanpaolo Wealth Management
$26.6K – – –
PFM
2043
Phillips Financial Management
Indiana
$25.7K -$63 -2 -0.2%
BAM
2044
Byrne Asset Management
New Jersey
$25.6K +$25.6K +806 New
MFT
2045
Moisand Fitzgerald Tamayo
Florida
$25.1K – – –
JGIA
2046
Jackson Grant Investment Advisers
Connecticut
$24.8K +$190 +6 +0.8%
P
2047
Palladiem
Pennsylvania
$24.4K – – –
AWM
2048
Activest Wealth Management
Florida
$24.2K -$197K -6,212 -89%
BC
2049
Burnham & Co
Michigan
$23.8K +$23.8K +750 New
BFS
2050
Beacon Financial Strategies
North Carolina
$23.6K +$127 +4 +0.5%
80 81
82
83 84