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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
526
Gryphon Financial Partners
Ohio
– -$1.29M -78,483 Closed
CA
527
Calton & Associates
Florida
– -$1.19M -75,822 Closed
CAI
528
Capital Advisors Inc
Oklahoma
– -$1.17M -74,613 Closed
KM
529
Kalos Management
Georgia
– -$1.05M -56,916 Closed
SCCM
530
Schafer Cullen Capital Management
New York
– -$836K -53,406 Closed
RCM
531
RNC Capital Management
California
– -$692K -44,169 Closed
TF
532
Trek Financial
Arizona
– -$627K -40,053 Closed
Renaissance Technologies
533
Renaissance Technologies
New York
– -$437K -27,900 Closed
Millennium Management
534
Millennium Management
New York
– -$351K -22,401 Closed
SGCA
535
Steel Grove Capital Advisors
Tennessee
– -$282K -17,985 Closed
BAM
536
Belpointe Asset Management
Nevada
– -$264K -16,863 Closed
NFG
537
Next Financial Group
Texas
– -$215K -13,719 Closed
CC
538
Cognios Capital
Kansas
– -$204K -13,095 Closed
CCM
539
Colorado Capital Management
Colorado
– -$171K -10,956 Closed
MWA
540
Meridian Wealth Advisors
Texas
– -$151K -9,618 Closed
MOS
541
MGO One Seven
Ohio
– -$89K -5,700 Closed
DWM
542
Doyle Wealth Management
Florida
– -$53K -3,417 Closed
BWA
543
BDO Wealth Advisors
Florida
– -$45K -2,868 Closed
AIA
544
Arcadia Investment Advisors
Idaho
– -$27.9K -1,785 Closed
SIAG
545
Signet Investment Advisory Group
Rhode Island
– -$13K -891 Closed
LFA
546
Legacy Financial Advisors
Kentucky
– -$7K -471 Closed
HR
547
Howe & Rusling
New York
– -$5K -321 Closed
JA
548
JOYN Advisors
Georgia
– -$3K -183 Closed
CA
549
Claro Advisors
Massachusetts
– -$3K -168 Closed
WTB
550
Washington Trust Bank
Washington
– -$2K -129 Closed
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