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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
201
Legacy Private Trust
Wisconsin
$6.1M -$49.2K -1,935 -0.8%
BPA
202
Beacon Pointe Advisors
California
$6.08M +$2.35M +92,565 +60%
LFF
203
Level Four Financial
Texas
$6.05M +$68.5K +2,694 +1%
OIA
204
OneDigital Investment Advisors
Kansas
$6.05M +$1.26M +49,518 +25%
BF
205
BOK Financial
Oklahoma
$6.02M +$6.19M +243,408 New
PAI
206
Pittenger & Anderson Inc
Nebraska
$6.01M +$125K +4,911 +2%
RC
207
Rovin Capital
Arizona
$5.97M +$437K +17,196 +8%
AOWM
208
Alpha Omega Wealth Management
Virginia
$5.94M +$121K +4,779 +2%
KJWM
209
Kiley Juergens Wealth Management
Washington
$5.89M +$603K +23,733 +11%
PWA
210
Providence Wealth Advisors
Illinois
$5.84M +$13.6K +534 +0.2%
BBW
211
Blue Barn Wealth
Utah
$5.76M +$662K +26,037 +13%
BFG
212
Berger Financial Group
Minnesota
$5.72M +$1.31M +51,681 +29%
HSA
213
HBK Sorce Advisory
Pennsylvania
$5.61M -$2.7M -106,152 -32%
CAM
214
Cozad Asset Management
Illinois
$5.6M +$46.1K +1,812 +0.8%
BWM
215
BCGM Wealth Management
Indiana
$5.49M +$126K +4,950 +2%
GRP
216
Global Retirement Partners
California
$5.48M +$368K +14,472 +7%
JWBC
217
John W. Brooker & Co
California
$5.46M +$481K +18,936 +9%
CWM
218
Cedar Wealth Management
California
$5.44M +$40.6K +1,599 +0.7%
WP
219
WealthPLAN Partners
Nebraska
$5.43M -$20.7K -816 -0.4%
BMCM
220
Burns Matteson Capital Management
New York
$5.41M +$601K +23,664 +12%
GSIS
221
Global Strategic Investment Solutions
Arizona
$5.41M – – –
TYCC
222
Texas Yale Capital Corp
Florida
$5.4M +$1.21M +47,715 +28%
TC
223
TownSquare Capital
Utah
$5.4M +$580K +22,827 +12%
EH
224
Equitable Holdings
New York
$5.39M +$39.9K +1,569 +0.7%
CP
225
Capital Planning
Washington
$5.39M +$2.32M +91,416 +72%
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9
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