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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
F4L
501
Fortune 45 LLC
Louisiana
$3.44M +$111K +4,434 +3%
AAS
502
Asset Allocation Strategies
Michigan
$3.43M -$12.6M -504,276 -78%
SCM
503
SevenOneSeven Capital Management
Pennsylvania
$3.39M +$325K +13,008 +10%
WWM
504
Western Wealth Management
Colorado
$3.34M +$205K +8,190 +6%
APIM
505
Agate Pass Investment Management
Washington
$3.32M -$69.2K -2,766 -2%
MFGM
506
Marshall Financial Group (Maryland)
Maryland
$3.31M +$60.7K +2,427 +2%
H
507
HoyleCohen
California
$3.3M +$224K +8,955 +7%
JPLA
508
Joseph P. Lucia & Associates
New York
$3.29M +$70.9K +2,835 +2%
USCWA
509
U.S. Capital Wealth Advisors
Texas
$3.26M -$1.4M -55,989 -29%
WWM
510
WT Wealth Management
Arizona
$3.24M +$62.9K +2,517 +2%
OPPS
511
Obsidian Personal Planning Solutions
Maryland
$3.23M +$116K +4,644 +4%
OCFG
512
O'Connor Financial Group
Illinois
$3.2M +$3.28M +131,334 New
BP
513
Broadleaf Partners
Ohio
$3.17M +$285K +11,409 +10%
WCM
514
Washburn Capital Management
Florida
$3.16M +$213K +8,505 +7%
SI
515
Stephens Inc
Arkansas
$3.16M +$895K +35,790 +38%
NCM
516
NCM Capital Management
New Jersey
$3.14M -$165K -6,603 -5%
AFO
517
Arrowroot Family Office
California
$3.14M +$3.22M +128,838 New
WLIM
518
White Lighthouse Investment Management
Massachusetts
$3.13M -$35.6K -1,425 -1%
LSIA
519
LaSalle St. Investment Advisors
Illinois
$3.12M +$258K +10,323 +9%
SWP
520
Semus Wealth Partners
Florida
$3.11M +$546K +21,837 +21%
KF
521
Krilogy Financial
Missouri
$3.11M +$42.2K +1,689 +1%
CL
522
COWA LLC
Oklahoma
$3.1M +$49.1M +1,965,540 +1,252%
HA
523
Hamel Associates
New Jersey
$3.09M -$36.1K -1,443 -1%
SAF
524
Smith Anglin Financial
Texas
$3.06M -$29.2K -1,167 -0.9%
EF
525
Exeter Financial
Arizona
$3.05M +$634K +25,365 +25%
19 20
21
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