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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
551
Corundum Group
Colorado
$207K +$206K +11,214 New
HWMG
552
Hurlow Wealth Management Group
Indiana
$206K -$77.8K -4,227 -27%
JCM
553
Jacobi Capital Management
Pennsylvania
$206K +$38.5K +2,094 +23%
CWM
554
Cornerstone Wealth Management
Missouri
$206K +$206K +11,181 New
FPCG
555
Fort Pitt Capital Group
Pennsylvania
$205K -$26.1K -1,419 -11%
RWB
556
RMR Wealth Builders
New Jersey
$204K +$203K +11,058 New
BBA
557
BLB&B Advisors
Pennsylvania
$204K +$204K +11,070 New
AP
558
Adero Partners
California
$204K +$204K +11,094 New
AFA
559
American Financial Advisors
Georgia
$201K -$15.8K -861 -7%
QC
560
QCM Cayman
Texas
$200K -$180K -9,789 -47%
FHC
561
First Heartland Consultants
Missouri
$200K -$101K -5,502 -34%
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$200K -$27.3K -1,482 -12%
DI
563
Disciplined Investments
Oklahoma
$195K +$1.93K +105 +1%
PS
564
Planned Solutions
California
$186K +$186K +10,107 New
LWANC
565
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K – – –
MHR
566
Matthew Hamilton Rosenberg
$171K +$2.1K +114 +1%
ABC
567
Associated Banc-Corp
Wisconsin
$167K +$15.2K +825 +10%
PP
568
PDS Planning
Ohio
$161K -$25.7K -1,395 -14%
LWA
569
Lenox Wealth Advisors
New York
$140K – – –
CAL
570
Capital Advisors Ltd
Ohio
$137K – – –
BFEC
571
Benjamin F. Edwards & Company
Missouri
$126K +$9K +489 +8%
CFB
572
Cullen/Frost Bankers
Texas
$122K +$72.3K +3,927 +145%
FNC
573
First National Corp
Massachusetts
$122K +$193K +10,497 +2%
HFS
574
HBC Financial Services
Washington
$121K – – –
EW
575
Element Wealth
Mississippi
$119K – – –
21 22
23
24 25