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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
2026
Creative Capital Management Investments
California
$6.17K – – –
CNBTD
2027
Citizens National Bank Trust Department
Mississippi
$5.52K – – –
LFA
2028
Longview Financial Advisors
Alabama
$5.47K +$5.4K +178 New
WAS
2029
Winch Advisory Services
Wisconsin
$5.36K – – –
GCM
2030
Gables Capital Management
Florida
$5.34K – – –
WBC
2031
West Branch Capital
Massachusetts
$4.97K – – –
CJ
2032
Caitlin John
Michigan
$4.82K -$32.2K -1,061 -87%
KA
2033
Kozak & Associates
Colorado
$4.76K – – –
ACM
2034
Anfield Capital Management
California
$4.63K +$4.58K +151 New
SFAM
2035
Sawyer Falduto Asset Management
Illinois
$4.6K – – –
UFPG
2036
United Financial Planning Group
New York
$4.57K +$4.52K +149 New
DWA
2037
Delos Wealth Advisors
Texas
$4.08K +$4.04K +133 New
CTA
2038
Colonial Trust Advisors
South Carolina
$3.99K +$30 +1 +0.8%
GIL
2039
Go Invest LLC
Utah
$3.89K -$7.99M -263,486 -100%
SN
2040
Sittner & Nelson
Oregon
$3.87K – – –
GPI
2041
General Partner Inc
Pennsylvania
$3.68K – – –
CCM
2042
Chilton Capital Management
Texas
$3.07K – – –
SVCP
2043
Silicon Valley Capital Partners
California
$3.07K +$3.03K +100 New
CPBTD
2044
Central Pacific Bank - Trust Division
Hawaii
$2.82K +$1.88K +62 +207%
AIS
2045
Advocate Investing Services
Maryland
$2.57K +$30 +1 +1%
FNWA
2046
Financial Network Wealth Advisors
Utah
$2.39K – – –
MWPCG
2047
Measured Wealth Private Client Group
New Hampshire
$2.33K – – –
GG
2048
Gleason Group
Kentucky
$2.32K +$2.31K +76 New
TRCT
2049
Tower Research Capital (TRC)
New York
$2.21K +$607 +20 +38%
NA
2050
Networth Advisors
Pennsylvania
$2.12K – – –
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