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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FLFS
2026
Family Legacy Financial Solutions
North Carolina
– -$54.6K -2,002 Closed
BMA
2027
Brooks Moore & Associates
Tennessee
– -$1.31M -1,965 Closed
HWP
2028
Highline Wealth Partners
California
– -$50.5K -1,850 Closed
IBOK
2029
Independence Bank of Kentucky
Kentucky
– -$41K -1,500 Closed
KHC
2030
Koesten Hirschmann & Crabtree
Kansas
– -$41K -1,500 Closed
TWD
2031
True Wealth Design
Ohio
– -$41K -1,500 Closed
CB
2032
Centennial Bank
Arkansas
– -$33.1K -1,214 Closed
PPA
2033
Painted Porch Advisors
California
– -$29.9K -1,095 Closed
QT
2034
Quantbot Technologies
New York
– -$22.8K -835 Closed
PCM
2035
Perritt Capital Management
Illinois
– -$14.9K -546 Closed
MCM
2036
Manchester Capital Management
Vermont
– -$13.7K -500 Closed
CCM
2037
Cloud Capital Management
Washington
– -$13K -480 Closed
PFA
2038
Pathway Financial Advisers
Indiana
– -$3.37K -238 Closed
KWM
2039
Kiker Wealth Management
Georgia
– -$4.5K -165 Closed
PAM
2040
Palisade Asset Management
Minnesota
– -$1.33K -49 Closed
FF
2041
Finley Financial
Nevada
– -$1.23K -45 Closed
KFP
2042
Keener Financial Planning
Texas
– -$1K -45 Closed
SC
2043
Swan Capital
Florida
– -$983 -36 Closed
GFWA
2044
Grey Fox Wealth Advisors
Delaware
– -$920 -34 Closed
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