Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SURIENCE PRIVATE WEALTH LLC | 428,701 | $11,759 |
| Econ Financial Services Corp | 264,057 | $7,243 |
| SUMMIT WEALTH GROUP LLC / CO | 695,654 | $19,082 |
| Journey Beyond Wealth, LLC | 91,979 | $2,523 |
| J HAGAN CAPITAL, INC. | 79,785 | $2,189 |
| Canal Capital Management, LLC | 241,124 | $6,614 |
| ARGENT CAPITAL MANAGEMENT LLC | 1,086,931 | $29,815 |
| Trace Wealth Advisors, LLC | 46,912 | $1,287 |
| KKM Financial LLC | 150,096 | $4,117 |
| SageGuard Financial Group, LLC | 113,284 | $3,107 |
| My Personal CFO, LLC | 60,581 | $1,662 |
| Anson Capital, Inc. | 31,283 | $858 |
| Victrix Investment Advisors | 53,450 | $1,466 |
| SHERMAN PORFOLIOS, LLC | 214,000 | $5,870 |
| STERLING INVESTMENT MANAGEMENT, LLC | 33,578 | $921 |
| V2 Financial group LLC | 35,200 | $966 |
| Ransom Advisory, Ltd | 41,680 | $1,143 |
| Revisor Wealth Management LLC | 43,300 | $1,231 |
| Bare Financial Services, Inc | 43,420 | $1,191 |
| Integrity Wealth Solutions LLC | 30,053 | $824 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| eCIO, Inc. | 979,802 | 1,088,202 | +108,400 (+11.1%) |
| Keudell/Morrison Wealth Management | 1,172,084 | 1,595,818 | +423,734 (+36.2%) |
| Golden Reserve Retirement LLC | 1,963,280 | 2,399,550 | +436,270 (+22.2%) |
| Cassaday & Co Wealth Management LLC | 6,073,520 | 9,244,248 | +3,170,728 (+52.2%) |
| Bruce G. Allen Investments, LLC | 298,959 | 409,630 | +110,671 (+37.0%) |
| Charles Schwab Trust Bank | 2,017,759 | 2,498,231 | +480,472 (+23.8%) |
| Sarver Vrooman Wealth Advisors | 1,643,783 | 1,747,762 | +103,979 (+6.3%) |
| BXM Wealth LLC | 49,713 | 134,698 | +84,985 (+171.0%) |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 316,781 | 487,419 | +170,638 (+53.9%) |
| RETIREMENT PLANNING GROUP, LLC / NY | 109,563 | 171,629 | +62,066 (+56.6%) |
| DMKC Advisory Services, LLC | 219,680 | 302,599 | +82,919 (+37.7%) |
| Sage Investment Advisers LLC | 19,572 | 101,817 | +82,245 (+420.2%) |
| Holos Integrated Wealth LLC | 154,102 | 202,169 | +48,067 (+31.2%) |
| North Forty Two & Co. | 87,078 | 117,188 | +30,110 (+34.6%) |
| Coastwise Capital Group, LLC | 433,509 | 451,277 | +17,768 (+4.1%) |
| Leo Wealth, LLC | 29,983 | 802,763 | +772,780 (+2577.4%) |
| MJT & Associates Financial Advisory Group, Inc. | 758,396 | 791,506 | +33,110 (+4.4%) |
| Cape Investment Advisory, Inc. | 4,448 | 179,854 | +175,406 (+3943.5%) |
| Kellett Wealth Advisors, LLC | 209,644 | 251,806 | +42,162 (+20.1%) |
| PACES FERRY WEALTH ADVISORS, LLC | 519,874 | 570,602 | +50,728 (+9.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ESL Trust Services, LLC | 1,648,581 | 64,113 | -1,584,468 (-96.1%) |
| Presidio Capital Management, LLC | 929,016 | 16,708 | -912,308 (-98.2%) |
| Blue Barn Wealth, LLC | 534,779 | 288,349 | -246,430 (-46.1%) |
| PALLADIEM, LLC | 69,065 | 697 | -68,368 (-99.0%) |
| Cyr Financial Inc. | 244,224 | 18,848 | -225,376 (-92.3%) |
| Schaeffer Financial LLC | 596,593 | 447,825 | -148,768 (-24.9%) |
| Northwest Capital Management Inc | 113,542 | 4,470 | -109,072 (-96.1%) |
| Merkkuri Wealth Advisors LLC | 336,336 | 197,078 | -139,258 (-41.4%) |
| Silver Coast Investments LLC | 824,324 | 573,260 | -251,064 (-30.5%) |
| Verus Financial Partners, Inc. | 1,034,362 | 89,623 | -944,739 (-91.3%) |
| Wealthspire Advisors, LLC | 28,281,342 | 13,535,721 | -14,745,621 (-52.1%) |
| Walker Financial Services, Inc. | 1,184,492 | 1,037,577 | -146,915 (-12.4%) |
| Midwest Financial Group LLC | 522,636 | 389,507 | -133,129 (-25.5%) |
| FSC Wealth Advisors, LLC | 165,418 | 116,031 | -49,387 (-29.9%) |
| Yukon Wealth Management, Inc. | 526,416 | 339,666 | -186,750 (-35.5%) |
| COLUMBIA ADVISORY PARTNERS LLC | 358,145 | 277,356 | -80,789 (-22.6%) |
| Latko Wealth Management, Ltd. | 459,136 | 358,922 | -100,214 (-21.8%) |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1,228,111 | 776,322 | -451,789 (-36.8%) |
| Duncan Williams Asset Management, LLC | 466,110 | 285,319 | -180,791 (-38.8%) |
| Goepper Burkhardt LLC | 380,203 | 236,868 | -143,335 (-37.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Reliant Wealth Planning | 1,664,663 | $45,445 |
| Spruce Point Capital Management, LLC | 31,000 | $1,456 |
| O'Connor Financial Group LLC | 363,323 | $9,919 |
| Trinity Financial Advisors LLC | 477,010 | $13,022 |
| Hopwood Financial Services, Inc. | 130,462 | $3,562 |
| JPL Wealth Management, LLC | 176,108 | $4,808 |
| RMG Wealth Management LLC | 281,831 | $7,640 |
| Wolfstich Capital, LLC | 18,051 | $493 |
| LGT Financial Advisors LLC | 11,431 | $312 |
| BROOKS, MOORE & ASSOCIATES, INC. | 1,965 | $1,312 |
| Total Wealth Planning, LLC | 138,351 | $3,777 |
| Diametric Capital, LP | 65,682 | $1,793 |
| Heritage Wealth Management, Inc. /CA/ | 31,700 | $865 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 40,538 | $1,107 |
| Consolidated Portfolio Review Corp | 129,036 | $3,523 |
| Tandem Financial, LLC | 33,435 | $913 |
| FIDUCIARY ADVISORS, INC. | 17,624 | $481 |
| Wisconsin Wealth Advisors, LLC | 10,279 | $281 |
| Fjell Capital, LLC | 9,884 | $270 |
| HFG Advisors, Inc. | 10,770 | $294 |