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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$676K +$680K +62,037 New
LPL Financial
27
LPL Financial
California
$663K +$666K +60,804 New
SGAM
28
Steinberg Global Asset Management
Florida
$570K +$573K +52,251 New
AIM
29
Aspen Investment Management
Michigan
$542K +$545K +49,764 New
WCM
30
Wisconsin Capital Management
Wisconsin
$494K +$496K +45,285 New
AIG
31
American International Group
New York
$463K +$465K +42,450 New
CWM
32
Concert Wealth Management
California
$437K +$433K +39,471 New
NIC
33
Northwest Investment Counselors
Oregon
$421K +$423K +38,610 New
GIA
34
GHP Investment Advisors
Colorado
$340K +$342K +31,191 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$315K +$317K +28,941 New
FAAS
36
First Allied Advisory Services
California
$311K +$312K +28,440 New
ACM
37
Avalon Capital Management
California
$294K +$296K +27,000 New
CMP
38
Courage Miller Partners
Virginia
$279K +$280K +25,575 New
SFSG
39
Stearns Financial Services Group
North Carolina
$260K +$261K +23,820 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$230K +$232K +21,159 New
RC
41
Roundview Capital
New Jersey
$210K +$211K +19,290 New
RIA
42
Regal Investment Advisors
Michigan
$185K +$186K +16,983 New
EWM
43
Edge Wealth Management
New York
$173K +$173K +15,777 New
WA
44
WFG Advisors
Texas
$101K +$102K +9,300 New
Creative Planning
45
Creative Planning
Kansas
$54K +$54K +4,926 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$33K +$32.9K +3,000 New
Bank of America
47
Bank of America
North Carolina
$23K +$23.4K +2,136 New
Brown Advisory
48
Brown Advisory
Maryland
$10K +$9.86K +900 New
BC
49
Bartlett & Co
Ohio
$8K +$7.56K +690 New
CA
50
CapWealth Advisors
Tennessee
$6K +$5.75K +525 New
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