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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
401
Great Diamond Partners
Maine
$480K +$11.8K +699 +3%
JIC
402
Johnson Investment Counsel
Ohio
$478K -$2.48K -147 -0.5%
SAM
403
Sawgrass Asset Management
Florida
$474K – – –
SPIA
404
Steward Partners Investment Advisory
New York
$473K +$374K +22,119 +415%
CMBA
405
C.M. Bidwell & Associates
Hawaii
$472K +$208K +12,345 +82%
BIM
406
Baldwin Investment Management
Pennsylvania
$471K +$20.4K +1,206 +5%
S
407
SignatureFD
Georgia
$469K +$35.1K +2,076 +8%
IC
408
Intersect Capital
California
$467K – – –
MSA
409
Marino Stram & Associates
Massachusetts
$464K – – –
PTC
410
Private Trust Company
Ohio
$463K +$92.5K +5,475 +26%
WLIM
411
White Lighthouse Investment Management
Massachusetts
$458K +$448K +26,526 New
CT
412
Caldwell Trust
Florida
$455K – – –
WP
413
WMS Partners
Maryland
$450K +$861 +51 +0.2%
CAM
414
Cresset Asset Management
Illinois
$450K +$440K +26,079 New
BAM
415
Bellevue Asset Management
Washington
$449K -$9.27K -549 -2%
SHWM
416
Silicon Hills Wealth Management
Texas
$448K -$507 -30 -0.1%
AWM
417
Argent Wealth Management
Massachusetts
$442K – – –
NFG
418
Nadler Financial Group
Illinois
$442K +$49.2K +2,916 +13%
DFG
419
Demars Financial Group
Washington
$439K +$430K +25,437 New
OC
420
Oarsman Capital
Wisconsin
$432K +$423K +25,038 New
SFM
421
Signet Financial Management
New Jersey
$431K -$8.11K -480 -2%
LRPA
422
L. Roy Papp & Associates
Arizona
$421K – – –
WWM
423
WT Wealth Management
Arizona
$420K -$148K -8,775 -26%
PP
424
Patten & Patten
Tennessee
$419K – – –
BAM
425
Blueshift Asset Management
New Jersey
$415K +$406K +24,063 New
15 16
17
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