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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2201
Seneschal Advisors
Washington
– -$223K -7,272 Closed
TWP
2202
Tyche Wealth Partners
Texas
– -$223K -7,256 Closed
RZH
2203
Relyea Zuckerberg Hanson
Connecticut
– -$219K -7,130 Closed
EW
2204
Evoke Wealth
California
– -$213K -6,951 Closed
FIG
2205
FSA Investment Group
Florida
– -$210K -6,858 Closed
HFP
2206
Holistic Financial Partners
Indiana
– -$209K -6,817 Closed
ZWA
2207
Zinnia Wealth Advisory
Florida
– -$206K -6,710 Closed
1CP
2208
17 Capital Partners
Arizona
– -$204K -6,653 Closed
BSA
2209
Braun Stacey Associates
New York
– -$203K -6,606 Closed
CIR
2210
Clear Investment Research
Georgia
– -$164K -5,336 Closed
RF
2211
RetireMitten Financial
Michigan
– -$150K -4,873 Closed
CW
2212
Curio Wealth
Maryland
– -$99.4K -3,240 Closed
TPWA
2213
Twin Peaks Wealth Advisors
California
– -$94.5K -3,080 Closed
GKIM
2214
GW&K Investment Management
Massachusetts
– -$79K -2,576 Closed
SA
2215
Scarborough Advisors
Maryland
– -$74.8K -2,439 Closed
SAP
2216
Strategic Advisory Partners
North Carolina
– -$50.5K -1,645 Closed
GWSA
2217
Global Wealth Strategies & Associates
Colorado
– -$49.8K -1,622 Closed
DWP
2218
Destiny Wealth Partners
Florida
– -$47.7K -1,556 Closed
TLFA
2219
True Link Financial Advisors
California
– -$42K -1,367 Closed
OWA
2220
Opal Wealth Advisors
New York
– -$30.4K -990 Closed
QCG
2221
Quadrant Capital Group
Ohio
– -$24.3K -793 Closed
WPA
2222
Wealth Preservation Advisors
Tennessee
– -$22.9K -746 Closed
MWC
2223
MBM Wealth Consultants
Missouri
– -$16.8K -549 Closed
LWMI
2224
Legacy Wealth Management (Idaho)
Idaho
– -$13.5K -441 Closed
LFA
2225
Longview Financial Advisors
Alabama
– -$5.47K -178 Closed
86 87 88
89
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