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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMD
326
Cypress Capital Management (Delaware)
Delaware
$4.87M +$302K +11,856 +6%
WIA
327
World Investment Advisors
California
$4.84M +$2.52M +99,120 +104%
SGI
328
Summit Global Investments
Utah
$4.83M +$486K +19,107 +10%
SKK
329
Shepherd Kaplan Krochuk
Massachusetts
$4.72M +$434K +17,049 +9%
BIA
330
Bell Investment Advisors
California
$4.7M +$5.01M +196,848 New
ACS
331
Archford Capital Strategies
Illinois
$4.64M +$211K +8,304 +4%
ST
332
Smithfield Trust
Pennsylvania
$4.61M -$215K -8,454 -4%
SFG
333
SNS Financial Group
Minnesota
$4.57M -$20.1K -792 -0.4%
EWA
334
EverSource Wealth Advisors
Alabama
$4.54M +$1.37M +54,018 +40%
HA
335
HC Advisors
Georgia
$4.53M -$147K -5,766 -3%
CW
336
CreativeOne Wealth
Kansas
$4.53M +$2.59M +101,919 +116%
RF
337
Rollins Financial
Georgia
$4.48M +$490K +19,245 +11%
OPA
338
Old Port Advisors
Maine
$4.47M +$189K +7,440 +4%
BAM
339
Belpointe Asset Management
Nevada
$4.46M +$302K +11,868 +7%
EWA
340
EP Wealth Advisors
California
$4.46M +$652K +25,632 +16%
CFGS
341
Concourse Financial Group Securities
Alabama
$4.45M +$1.22M +47,844 +35%
AFA
342
Atlas Financial Advisors
California
$4.41M +$121K +4,749 +3%
NIC
343
Northwest Investment Counselors
Oregon
$4.4M -$118K -4,629 -2%
TFA
344
Trinity Financial Advisors
Ohio
$4.39M +$4.67M +183,720 New
SFWA
345
Summit Financial Wealth Advisors
Louisiana
$4.37M +$106K +4,182 +2%
RDWM
346
Red Door Wealth Management
Tennessee
$4.36M +$43.4K +1,707 +0.9%
SAS
347
Sage Advisory Services
Texas
$4.35M +$277K +10,881 +6%
AUB
348
Atlantic Union Bankshares
Virginia
$4.35M +$254K +9,978 +6%
CGA
349
Crescent Grove Advisors
Illinois
$4.34M – – –
DHFB
350
Dixon Hubard Feinour & Brown
Virginia
$4.34M -$151K -5,925 -3%
12 13
14
15 16