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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
626
Oakworth Capital
Alabama
$17K – – –
WT
627
Whittier Trust
California
$17K – – –
SFG
628
Sowa Financial Group
Rhode Island
$17K +$16.2K +867 New
HNB
629
Huntington National Bank
Ohio
$16K – – –
EWP
630
Engrave Wealth Partners
Texas
$16K +$15.6K +831 New
TRCT
631
Tower Research Capital (TRC)
New York
$16K +$15.9K +849 New
WP
632
WealthShield Partners
North Carolina
$15K – – –
OIA
633
Optimum Investment Advisors
Illinois
$15K +$112 +6 +0.8%
IF
634
Ironwood Financial
Arizona
$15K +$281 +15 +2%
WB
635
West Bancorporation
Iowa
$15K +$14.4K +768 New
RFA
636
Reilly Financial Advisors
California
$14K -$9.1K -486 -41%
1IA
637
1834 Investment Advisors
Wisconsin
$14K – – –
WQ
638
Wealth Quarterback
New Jersey
$13.8K +$60.9K +3,249 New
NDSI
639
Newman Dignan & Sheerar Inc
Rhode Island
$12.4K -$2.39M -127,491 -17%
GAM
640
Gemmer Asset Management
California
$12K – – –
JGIA
641
Jackson Grant Investment Advisers
Connecticut
$12K +$169 +9 +1%
AWA
642
Arkadios Wealth Advisors
Georgia
$8.78K +$8.37K +447 New
GFPC
643
Global Financial Private Client
Florida
$8.69K +$8.43K +450 New
RIA
644
RPG Investment Advisory
California
$8K – – –
CAL
645
Capital Advisors Ltd
Ohio
$8K +$7.42K +396 New
LS
646
Leelyn Smith
Illinois
$7.92K +$7.7M +410,880 New
AIP
647
Ameritas Investment Partners
Nebraska
$6K -$843 -45 -12%
QCMC
648
Quantum Capital Management (California)
California
$6K – – –
WAP
649
Wealthcare Advisory Partners
Pennsylvania
$6K +$5.68K +303 New
IFAM
650
Institutional & Family Asset Management
Colorado
$5K – – –
24 25
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