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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
251
Cedar Wealth Management
California
$432K +$49.4K +3,000 +13%
SB
252
Suntrust Banks
Georgia
$404K +$19.4K +1,179 +5%
SFG
253
SNS Financial Group
Minnesota
$401K +$125K +7,593 +45%
BCWM
254
Blue Chip Wealth Management
Florida
$400K – – –
WA
255
WBH Advisory
Maryland
$400K +$14.8K +900 +4%
BIM
256
Baldwin Investment Management
Pennsylvania
$392K +$393K +23,850 New
DT
257
Diversified Trust
Tennessee
$384K – – –
DSC
258
Duncker Streett & Co
Missouri
$380K +$8.94K +543 +2%
AI
259
Atria Investments
North Carolina
$378K +$691 +42 +0.2%
CAN
260
Cetera Advisor Networks
California
$377K -$64.6K -3,927 -15%
EWF
261
Epstein & White Financial
California
$373K -$61K -3,705 -14%
WC
262
Whitnell & Co
Illinois
$372K – – –
BAC
263
Boys Arnold & Co
North Carolina
$370K – – –
CGL
264
Clarius Group LLC
Washington
$365K +$365K +22,200 New
SAM
265
Sawgrass Asset Management
Florida
$361K -$3.46K -210 -0.9%
TPWA
266
TRUE Private Wealth Advisors
Oregon
$359K -$57.2K -3,477 -14%
BAM
267
Barrett Asset Management
New York
$350K – – –
SBH
268
Segall Bryant & Hamill
Illinois
$343K +$344K +20,868 New
CCP
269
Clarkston Capital Partners
Michigan
$342K -$26K -1,581 -7%
NFG
270
Nadler Financial Group
Illinois
$342K +$494 +30 +0.1%
SBIA
271
Sheaff Brock Investment Advisors
Indiana
$337K +$2.37K +144 +0.7%
MCM
272
Mengis Capital Management
Oregon
$335K -$9.88K -600 -3%
RRWA
273
Rainey & Randall Wealth Advisors
Florida
$335K – – –
SGCA
274
Steel Grove Capital Advisors
Tennessee
$334K +$94.6K +5,745 +39%
FMC
275
First Merchants Corp
Indiana
$329K +$168K +10,200 +104%
9 10
11
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