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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
376
Pennsylvania Capital Management
Pennsylvania
$7.18M -$3.66M -153,387 -35%
OC
377
Oppenheimer & Co
New York
$7.09M -$5.12M -214,647 -43%
AWM
378
Aspire Wealth Management
Massachusetts
$7.03M -$1.46M -61,473 -18%
VWA
379
Visionary Wealth Advisors
Illinois
$7.01M -$912K -38,271 -12%
USCWA
380
U.S. Capital Wealth Advisors
Texas
$6.93M +$2.02M +84,768 +45%
AT
381
Arden Trust
Delaware
$6.93M -$4.56M -191,505 -41%
MWM
382
Meridian Wealth Management
Kentucky
$6.91M -$1.25M -52,491 -16%
CSPIA
383
Cary Street Partners Investment Advisory
Virginia
$6.88M +$83.7K +3,513 +1%
PIMG
384
Patriot Investment Management Group
Tennessee
$6.78M -$621K -26,052 -9%
LGA
385
Lebenthal Global Advisors
New York
$6.72M -$29K -1,215 -0.5%
PCG
386
Prosperity Consulting Group
Maryland
$6.72M +$2.77M +116,331 +78%
MA
387
MBA Advisors
Pennsylvania
$6.72M +$174K +7,314 +3%
SS
388
Sunbelt Securities
Texas
$6.69M +$30K +1,260 +0.5%
CAG
389
Curtis Advisory Group
California
$6.63M -$162K -6,810 -3%
ECG
390
Edge Capital Group
Georgia
$6.59M +$909K +38,160 +17%
BGAI
391
Bruce G. Allen Investments
Colorado
$6.58M +$6.18M +259,338 New
PVAMC
392
PPS&V Asset Management Consultants
Michigan
$6.49M +$239K +10,029 +4%
CAMV
393
Concord Asset Management (Virginia)
Virginia
$6.39M -$1.61M -67,557 -21%
OPA
394
Old Port Advisors
Maine
$6.37M +$194K +8,127 +3%
BMCM
395
Burns Matteson Capital Management
New York
$6.37M -$176K -7,365 -3%
AOG
396
Alpha Omega Group
Virginia
$6.21M +$60.8K +2,553 +1%
BWM
397
Benchmark Wealth Management
Connecticut
$6.21M -$318K -13,341 -5%
SJIM
398
St. Johns Investment Management
Florida
$6.19M -$57K -2,394 -1%
RWA
399
Redhawk Wealth Advisors
Minnesota
$6.17M +$4.81M +201,825 +487%
TBC
400
Ted Buchan & Co
California
$6.16M +$276K +11,568 +5%
14 15
16
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