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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
351
Blue Chip Partners
Michigan
$364K – – –
SP
352
Successful Portfolios
Florida
$358K -$72K -4,095 -17%
TP
353
Tranquility Partners
Tennessee
$358K +$356K +20,259 New
GGI
354
Godsey & Gibb Inc
Virginia
$357K -$69.4K -3,945 -16%
BFC
355
Bedel Financial Consulting
Indiana
$354K – – –
CCP
356
Clarkston Capital Partners
Michigan
$352K -$25.2K -1,434 -7%
PPP
357
Private Portfolio Partners
New Jersey
$351K -$26K -1,479 -7%
AWM
358
Avior Wealth Management
Nebraska
$347K +$289K +16,407 +510%
WCM
359
Whitener Capital Management
North Carolina
$340K +$122K +6,960 +57%
BAC
360
Boys Arnold & Co
North Carolina
$338K – – –
CAMG
361
CWA Asset Management Group
Florida
$335K +$46.3K +2,631 +16%
BAM
362
Belpointe Asset Management
Nevada
$335K +$334K +18,963 New
TFA
363
Toth Financial Advisory
Virginia
$333K -$41.4K -2,355 -11%
BC
364
Brio Consultants
California
$330K -$5.12K -291 -2%
SL
365
Salomon & Ludwin
Virginia
$329K – – –
LAIC
366
Lederer & Associates Investment Counsel
California
$328K -$369 -21 -0.1%
PP
367
Patten & Patten
Tennessee
$327K – – –
MFG
368
Merit Financial Group
Georgia
$322K -$102K -5,790 -28%
RA
369
RFG Advisory
Alabama
$321K -$44.8K -2,550 -12%
QAM
370
QCI Asset Management
New York
$318K – – –
SB
371
Strategic Blueprint
Georgia
$318K +$109K +6,177 +52%
SB
372
Suntrust Banks
Georgia
$307K -$70.1K -3,984 -19%
MCM
373
Mengis Capital Management
Oregon
$305K -$7.92K -450 -3%
RG
374
Rikoon Group
New Mexico
$305K – – –
RWA
375
River Wealth Advisors
Pennsylvania
$300K +$4.12K +234 +1%
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15
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