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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
2026
United Financial Planning Group
New York
$4.57K +$4.52K +149 New
DWA
2027
Delos Wealth Advisors
Texas
$4.08K +$4.04K +133 New
CTA
2028
Colonial Trust Advisors
South Carolina
$3.99K +$30 +1 +0.8%
GIL
2029
Go Invest LLC
Utah
$3.89K -$7.99M -263,486 -100%
SN
2030
Sittner & Nelson
Oregon
$3.87K – – –
GPI
2031
General Partner Inc
Pennsylvania
$3.68K – – –
CCM
2032
Chilton Capital Management
Texas
$3.07K – – –
SVCP
2033
Silicon Valley Capital Partners
California
$3.07K +$3.03K +100 New
CPBTD
2034
Central Pacific Bank - Trust Division
Hawaii
$2.82K +$1.88K +62 +207%
AIS
2035
Advocate Investing Services
Maryland
$2.57K +$30 +1 +1%
FNWA
2036
Financial Network Wealth Advisors
Utah
$2.39K – – –
MWPCG
2037
Measured Wealth Private Client Group
New Hampshire
$2.33K – – –
GG
2038
Gleason Group
Kentucky
$2.32K +$2.31K +76 New
TRCT
2039
Tower Research Capital (TRC)
New York
$2.21K +$607 +20 +38%
NA
2040
Networth Advisors
Pennsylvania
$2.12K – – –
GWP
2041
Gen-Wealth Partners
Michigan
$2.06K +$1.94K +64 +2,133%
TFA
2042
Transamerica Financial Advisors
Florida
$1.96K +$243 +8 +15%
MWM
2043
Mosley Wealth Management
California
$1.75K +$1.94K +64 New
VEA
2044
Virtus ETF Advisers
New York
$1.72K +$182 +6 +12%
CCC
2045
Chelsea Counsel Company
California
$1.53K +$1.52K +50 New
PWMG
2046
Private Wealth Management Group
New Jersey
$1.37K +$30 +1 +2%
BHWM
2047
Bay Harbor Wealth Management
Maryland
$1.22K +$1.21K +40 New
UIA
2048
Ulland Investment Advisors
Minnesota
$1K – – –
TC
2049
Truvestments Capital
Florida
$920 -$10.9K -360 -92%
NRC
2050
New Republic Capital
North Carolina
$828 – – –
80 81
82
83 84