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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
501
TAP Consulting
Missouri
$250K +$245K +14,502 New
EIP
502
Ellis Investment Partners
Pennsylvania
$248K +$246K +14,556 New
BWA
503
Beam Wealth Advisors
Louisiana
$247K -$44.2K -2,619 -16%
BAM
504
Barrett Asset Management
New York
$247K – – –
OC
505
Oppenheimer & Co
New York
$247K +$10.2K +603 +4%
MGIA
506
Moneta Group Investment Advisors
Missouri
$241K +$236K +13,971 New
COF
507
Capital One Financial
Virginia
$240K -$57.8K -3,423 -20%
HIC
508
Holderness Investments Company
North Carolina
$240K +$235K +13,929 New
HTC
509
Haverford Trust Company
Pennsylvania
$240K +$235K +13,932 New
SWA
510
Sutton Wealth Advisors
Florida
$240K +$507 +30 +0.2%
KCM
511
Kanawha Capital Management
Virginia
$239K -$147K -8,727 -39%
WCM
512
Weik Capital Management
Pennsylvania
$234K -$1.08M -64,230 -83%
EI
513
Ellevest Inc
New York
$233K -$3.55K -210 -2%
EWM
514
Edge Wealth Management
New York
$232K -$37.3K -2,211 -14%
LBC
515
Lowe Brockenbrough & Co
Virginia
$232K -$10.1K -600 -4%
WCWM
516
Wooster Corthell Wealth Management
Connecticut
$230K – – –
FFA
517
First Foundation Advisors
California
$230K +$225K +13,329 New
AIC
518
Ameritas Investment Company
Nebraska
$226K -$125K -7,413 -36%
AFAS
519
Acorn Financial Advisory Services
Virginia
$226K +$220K +13,053 New
SFS
520
Sowell Financial Services
Arkansas
$222K +$151K +8,949 +229%
HWA
521
Heritage Wealth Advisors
Virginia
$220K – – –
IIC
522
Ironwood Investment Counsel
Arizona
$219K -$44.2K -2,619 -17%
JA
523
JVL Associates
Michigan
$219K +$215K +12,723 New
RCM
524
Rain Capital Management
Oregon
$218K +$1.82K +108 +0.9%
KFGK
525
Keystone Financial Group (Kentucky)
Kentucky
$218K +$213K +12,615 New
19 20
21
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