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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
701
Delta Asset Management
Tennessee
$305K -$10.5K -417 -3%
FA
702
Faithward Advisors
Pennsylvania
$302K +$292K +11,553 +2,771%
GW
703
GW & Wade
Massachusetts
$297K +$45.4K +1,800 +18%
OFG
704
Omega Financial Group
California
$296K +$2.12K +84 +0.7%
PP
705
Patten & Patten
Tennessee
$295K – – –
TC
706
Tenret Company
Florida
$295K +$296K +11,718 New
SFA
707
Seneca Financial Advisors
New York
$294K -$83K -3,288 -22%
FHC
708
First Heartland Consultants
Missouri
$292K -$9.16K -363 -3%
RZH
709
Relyea Zuckerberg Hanson
Connecticut
$290K – – –
AFA
710
American Financial Advisors
Georgia
$289K +$7.73K +306 +3%
AIP
711
Almanack Investment Partners
Pennsylvania
$288K -$9.61M -380,712 -97%
NSIM
712
North Star Investment Management
Illinois
$286K +$227 +9 +0.1%
CG
713
Corundum Group
Colorado
$283K – – –
RRC
714
Relaxing Retirement Coach
Massachusetts
$282K – – –
HCIA
715
Hochman Cole Investment Advisors
Illinois
$282K +$15.1K +600 +6%
SP
716
Successful Portfolios
Florida
$281K +$2.95K +117 +1%
PFM
717
Parsec Financial Management
North Carolina
$280K – – –
PCM
718
Palouse Capital Management
Washington
$277K +$47.5K +1,881 +21%
RBFC
719
Roman Butler Fullerton & Co
Missouri
$277K +$278K +10,992 New
PA
720
Perennial Advisors
New York
$275K +$985 +39 +0.4%
1SB
721
1ST Source Bank
Indiana
$274K – – –
DI
722
Disciplined Investments
Oklahoma
$273K +$1.89K +75 +0.7%
HIS
723
Horizon Investment Services
Indiana
$273K +$274K +10,836 New
CHJWM
724
Carlton Hofferkamp & Jenks Wealth Management
Texas
$272K – – –
PS
725
Planned Solutions
California
$272K +$4.32K +171 +2%
27 28
29
30 31