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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
251
Capital Analysts LLC
Pennsylvania
$7.21M +$1M +39,441 +15%
KJWM
252
Kiley Juergens Wealth Management
Washington
$7.17M +$4.22M +165,828 +123%
LNC
253
Lincoln National Corp
Pennsylvania
$7.11M +$1.2M +46,989 +19%
SVWAG
254
Sound View Wealth Advisors Group
Georgia
$7.11M +$303K +11,919 +4%
OFS
255
OneAscent Financial Services
Alabama
$7.04M +$7.5M +294,810 New
SAM
256
Smithbridge Asset Management
Pennsylvania
$7.03M -$39.1K -1,536 -0.5%
BC
257
Burleson & Co
California
$7.03M -$4.91M -192,888 -40%
LFAS
258
Level Four Advisory Services
Texas
$6.98M +$493K +19,392 +7%
AWM
259
Avior Wealth Management
Nebraska
$6.94M +$824K +32,376 +13%
BF
260
BOK Financial
Oklahoma
$6.8M +$716K +28,137 +11%
MTWM
261
Masso Torrence Wealth Management
New Jersey
$6.78M +$289K +11,346 +4%
SFG
262
SevenBridge Financial Group
Pennsylvania
$6.77M +$378K +14,862 +6%
JWS
263
Juncture Wealth Strategies
Arizona
$6.76M +$127K +5,010 +2%
MA
264
Mutual Advisors
Nebraska
$6.68M +$859K +33,768 +14%
HI
265
Harbour Investments
Wisconsin
$6.63M +$7.07M +277,764 New
EA
266
Eudaimonia Advisors
Tennessee
$6.58M +$301K +11,832 +4%
BMCM
267
Burns Matteson Capital Management
New York
$6.57M +$623K +24,501 +10%
OIA
268
OneDigital Investment Advisors
Kansas
$6.57M +$334K +13,143 +5%
CAM
269
Cozad Asset Management
Illinois
$6.52M +$839K +32,970 +14%
SAMT
270
Select Asset Management & Trust
Pennsylvania
$6.47M -$646K -25,386 -9%
VCP
271
Verus Capital Partners
Arizona
$6.38M +$465K +18,276 +8%
LPT
272
Legacy Private Trust
Wisconsin
$6.35M +$716K +28,155 +12%
CFP
273
Curran Financial Partners
South Carolina
$6.32M +$2.44M +95,913 +57%
RC
274
RegentAtlantic Capital
New Jersey
$6.25M -$26.6K -1,044 -0.4%
MF
275
Meridian Financial
Massachusetts
$6.18M +$213K +8,373 +3%
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11
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