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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
576
Lowe Brockenbrough & Co
Virginia
$302K +$13.6K +672 +5%
HIC
577
Holderness Investments Company
North Carolina
$299K +$608 +30 +0.2%
AIP
578
Almanack Investment Partners
Pennsylvania
$298K -$8.71M -429,570 -97%
SWA
579
Sutton Wealth Advisors
Florida
$297K – – –
AW
580
ACG Wealth
Georgia
$297K +$282K +13,890 New
RZH
581
Relyea Zuckerberg Hanson
Connecticut
$297K +$282K +13,902 New
AWM
582
Aprio Wealth Management
Georgia
$292K -$246K -12,135 -47%
OWP
583
Obermeyer Wealth Partners
Colorado
$287K – – –
FM
584
Foster & Motley
Ohio
$284K +$18.9K +930 +8%
EVM
585
Eaton Vance Management
Massachusetts
$283K +$20.8K +1,026 +8%
CG
586
Cutler Group
California
$282K +$268K +13,200 New
AFAS
587
Acorn Financial Advisory Services
Virginia
$279K – – –
JCM
588
Jacobi Capital Management
Pennsylvania
$279K +$38.7K +1,908 +17%
PTC
589
Private Trust Company
Ohio
$277K -$282K -13,899 -52%
MHR
590
Matthew Hamilton Rosenberg
$277K +$74.6K +3,681 +40%
HWA
591
Heritage Wealth Advisors
Virginia
$272K – – –
JIC
592
Joel Isaacson & Co
New York
$272K +$258K +12,729 New
DP
593
DDD Partners
Washington
$270K -$58K -2,862 -18%
HTC
594
Haverford Trust Company
Pennsylvania
$269K -$28.4K -1,401 -10%
PCA
595
Personal Capital Advisors
California
$269K +$255K +12,585 New
TC
596
Tatro Capital
Kentucky
$268K +$254K +12,513 New
PP
597
Patten & Patten
Tennessee
$266K -$197K -9,720 -44%
RCM
598
Rain Capital Management
Oregon
$266K -$7.24K -357 -3%
CHJWM
599
Carlton Hofferkamp & Jenks Wealth Management
Texas
$266K -$487 -24 -0.2%
CA
600
Calton & Associates
Florida
$265K +$251K +12,396 New
22 23
24
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