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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
401
Fusion Capital
South Carolina
$574K -$53.2K -2,892 -8%
HFBOT
402
Home Federal Bank of Tennessee
Tennessee
$569K – – –
GWM
403
Gray Wealth Management
Maine
$567K +$7.95K +432 +1%
PL
404
Plancorp LLC
Missouri
$565K -$33K -1,794 -6%
DAS
405
Dynamic Advisor Solutions
Arizona
$565K +$564K +30,672 New
TP
406
Tranquility Partners
Tennessee
$560K +$194K +10,524 +53%
BFG
407
Bouchey Financial Group
New York
$557K -$3.98K -216 -0.7%
KF
408
Krilogy Financial
Missouri
$557K +$32.1K +1,746 +6%
JPLA
409
Joseph P. Lucia & Associates
New York
$548K -$16.9K -921 -3%
MCP
410
Martin Capital Partners
Oregon
$540K -$93.6K -5,085 -15%
BAM
411
Bellevue Asset Management
Washington
$534K +$54.2K +2,946 +11%
SAM
412
Sawgrass Asset Management
Florida
$524K +$17.1K +930 +3%
NEGWA
413
New England Guild Wealth Advisors
Connecticut
$519K – – –
TPWA
414
TRUE Private Wealth Advisors
Oregon
$517K -$20.6K -1,119 -4%
BCA
415
Bay Colony Advisors
Massachusetts
$514K -$55 -3 -0%
DFG
416
Demars Financial Group
Washington
$510K +$41.3K +2,247 +9%
MSA
417
Marino Stram & Associates
Massachusetts
$503K +$7.18K +390 +1%
IC
418
Intersect Capital
California
$501K +$2.21K +120 +0.4%
PTC
419
Private Trust Company
Ohio
$495K – – –
GDP
420
Great Diamond Partners
Maine
$493K -$20.5K -1,113 -4%
WP
421
WMS Partners
Maryland
$482K +$1.1K +60 +0.2%
CAM
422
Cresset Asset Management
Illinois
$481K – – –
AWM
423
Aprio Wealth Management
Georgia
$475K -$124K -6,735 -21%
EIA
424
Eldridge Investment Advisors
New Hampshire
$471K +$36K +1,959 +8%
GCA
425
Gradient Capital Advisors
California
$468K +$31.5K +1,710 +7%
15 16
17
18 19