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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
651
Joel Isaacson & Co
New York
$310K +$955 +42 +0.3%
BDFN
652
Bond & Devick Financial Network
Minnesota
$310K +$27.6K +1,212 +10%
AFG
653
Alterity Financial Group
Maine
$310K +$268K +11,793 New
HWA
654
Heritage Wealth Advisors
Virginia
$309K – – –
WKWM
655
Walter & Keenan Wealth Management
Indiana
$308K +$288K +12,675 New
DAM
656
Delta Asset Management
Tennessee
$305K +$25.5K +1,122 +10%
HTC
657
Haverford Trust Company
Pennsylvania
$304K -$1.3K -57 -0.5%
RCM
658
Rain Capital Management
Oregon
$304K +$1.91K +84 +0.7%
EVM
659
Eaton Vance Management
Massachusetts
$302K -$18.8K -825 -6%
LRPA
660
L. Roy Papp & Associates
Arizona
$301K -$185K -8,148 -40%
AIC
661
Argus Investors Counsel
New York
$299K +$279K +12,285 New
FFS
662
Founders Financial Securities
Maryland
$299K +$280K +12,300 New
FHA
663
First Horizon Advisors
Tennessee
$298K +$5.32K +234 +2%
LWA
664
LWS Wealth Advisors
New Jersey
$294K -$5.05K -222 -2%
CWM
665
Collaborative Wealth Management
Florida
$294K +$255K +11,199 New
FHC
666
First Heartland Consultants
Missouri
$290K -$682 -30 -0.3%
SC
667
Savant Capital
Illinois
$288K – – –
RZH
668
Relyea Zuckerberg Hanson
Connecticut
$287K -$54.6K -2,400 -17%
CWM
669
Cornerstone Wealth Management
Missouri
$287K +$6.62K +291 +3%
PP
670
Patten & Patten
Tennessee
$284K -$17.1K -750 -6%
OFG
671
Omega Financial Group
California
$284K +$1.43K +63 +0.5%
NSIM
672
North Star Investment Management
Illinois
$276K -$11.3K -498 -4%
CG
673
Corundum Group
Colorado
$273K – – –
AA
674
Auxano Advisors
Washington
$273K +$256K +11,235 New
RRC
675
Relaxing Retirement Coach
Massachusetts
$272K – – –
25 26
27
28 29