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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2101
Cornerstone Financial Management
Massachusetts
$10.5K – – –
WBC
2102
West Branch Capital
Massachusetts
$10.3K +$5.2K +164 +101%
DWM
2103
Darwin Wealth Management
Florida
$9.59K +$9.58K +302 New
LB
2104
Legacy Bridge
Iowa
$9.51K – – –
NWMP
2105
Noble Wealth Management PBC
Colorado
$9.51K – – –
HI
2106
Hoey Investments
Pennsylvania
$9.31K +$9.29K +293 New
JWM
2107
JPL Wealth Management
Colorado
$9.23K – – –
SGFG
2108
Silver Grove Financial Group
New York
$8.43K +$8.44K +266 New
MDA
2109
Minot DeBlois Advisors
Massachusetts
$7.93K – – –
FMP
2110
Financial Management Professionals
Texas
$7.13K – – –
WPWM
2111
Western Pacific Wealth Management
Illinois
$7.05K +$32 +1 +0.5%
OCM
2112
Osbon Capital Management
Massachusetts
$6.75K – – –
CCMI
2113
Creative Capital Management Investments
California
$6.37K – – –
SSG
2114
Summit Securities Group
New York
$6.34K +$6.34K +200 New
CYG
2115
Clean Yield Group
Vermont
$5.87K +$5.87K +185 New
CNBTD
2116
Citizens National Bank Trust Department
Mississippi
$5.71K – – –
GCM
2117
Gables Capital Management
Florida
$5.52K – – –
KA
2118
Kozak & Associates
Colorado
$4.94K – – –
UFPG
2119
United Financial Planning Group
New York
$4.72K – – –
SVCP
2120
Silicon Valley Capital Partners
California
$4.57K +$1.4K +44 +44%
RG
2121
RHL Group
Michigan
$4.38K +$4.35K +137 New
DWA
2122
Delos Wealth Advisors
Texas
$4.25K +$32 +1 +0.8%
GIL
2123
Go Invest LLC
Utah
$4.23K +$190 +6 +5%
CTA
2124
Colonial Trust Advisors
South Carolina
$4.15K +$32 +1 +0.8%
SN
2125
Sittner & Nelson
Oregon
$4K – – –
83 84
85
86 87