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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
626
Southland Equity Partners
Missouri
$372K -$2.18K -96 -0.6%
AWA
627
Arete Wealth Advisors
Illinois
$370K +$2.05K +90 +0.6%
DC
628
Davenport & Co
Virginia
$369K +$345K +15,168 New
BAM
629
Barrett Asset Management
New York
$368K – – –
SWM
630
Soundmark Wealth Management
Washington
$366K +$7.37K +324 +2%
CCA
631
Checchi Capital Advisers
California
$365K – – –
KFGK
632
Keystone Financial Group (Kentucky)
Kentucky
$364K +$68 +3 +0%
SFA
633
Seneca Financial Advisors
New York
$363K -$106K -4,653 -24%
IWP
634
Insight Wealth Partners
Texas
$358K +$335K +14,730 New
IIC
635
Ironwood Investment Counsel
Arizona
$354K -$70.2K -3,087 -17%
WFA
636
West Financial Advisors
Iowa
$354K -$33.6K -1,476 -9%
FSA
637
Financial Sense Advisors
California
$349K -$62K -2,724 -16%
LBC
638
Lowe Brockenbrough & Co
Virginia
$349K +$5.19K +228 +2%
EWF
639
Epstein & White Financial
California
$347K +$68 +3 +0%
HIC
640
Holderness Investments Company
North Carolina
$340K – – –
AW
641
ACG Wealth
Georgia
$339K +$1.02K +45 +0.3%
SWA
642
Sutton Wealth Advisors
Florida
$338K – – –
SAM
643
Synergy Asset Management
Washington
$334K +$313K +13,752 New
KFI
644
Key Financial Inc
Pennsylvania
$331K +$296K +13,005 +2,178%
JCM
645
Jacobi Capital Management
Pennsylvania
$327K +$8.32K +366 +3%
OWP
646
Obermeyer Wealth Partners
Colorado
$326K – – –
MHR
647
Matthew Hamilton Rosenberg
$315K – – –
PTC
648
Private Trust Company
Ohio
$315K – – –
FM
649
Foster & Motley
Ohio
$313K -$9.83K -432 -3%
JIC
650
Joel Isaacson & Co
New York
$310K +$955 +42 +0.3%
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