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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
351
Rainey & Randall Wealth Advisors
Florida
$424K +$38.9K +2,172 +10%
AL
352
Aspiriant LLC
California
$422K -$340K -19,011 -45%
NL
353
NWAM LLC
Washington
$419K +$411K +22,971 New
CFMC
354
Curbstone Financial Management Corp
New Hampshire
$418K +$410K +22,890 New
OWP
355
Obermeyer Wealth Partners
Colorado
$415K – – –
CMBA
356
C.M. Bidwell & Associates
Hawaii
$414K +$20.1K +1,122 +5%
WCM
357
Windham Capital Management
Massachusetts
$411K – – –
NSAM
358
North Star Asset Management
Wisconsin
$411K +$170K +9,525 +73%
LRPA
359
L. Roy Papp & Associates
Arizona
$406K – – –
TIA
360
Traphagen Investment Advisors
New Jersey
$406K +$16.7K +933 +4%
SBH
361
Segall Bryant & Hamill
Illinois
$403K – – –
AC
362
Alley Company
Illinois
$399K -$7.68K -429 -2%
HIC
363
Holderness Investments Company
North Carolina
$395K +$430 +24 +0.1%
EWF
364
Epstein & White Financial
California
$395K +$5.85K +327 +2%
WP
365
WMS Partners
Maryland
$395K +$13.4K +750 +4%
BRWA
366
B. Riley Wealth Advisors
Florida
$394K -$2.88M -160,677 -88%
LAIC
367
Lederer & Associates Investment Counsel
California
$394K +$54.3K +3,033 +16%
KCM
368
Kanawha Capital Management
Virginia
$393K +$385K +21,519 New
RWA
369
River Wealth Advisors
Pennsylvania
$391K +$79.7K +4,455 +26%
WCM
370
Whitener Capital Management
North Carolina
$389K +$37.7K +2,109 +11%
AA
371
Ancora Advisors
Ohio
$385K -$107K -5,970 -22%
MAS
372
Madden Advisory Services
Florida
$383K -$343K -19,149 -48%
NFG
373
Nadler Financial Group
Illinois
$380K – – –
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$370K -$51K -2,850 -12%
PPP
375
Private Portfolio Partners
New Jersey
$369K +$6.01K +336 +2%
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15
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