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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
701
Matthew Hamilton Rosenberg
$321K – – –
AWA
702
Arete Wealth Advisors
Illinois
$320K +$329K +12,927 New
WCA
703
Westover Capital Advisors
Delaware
$319K -$6.02K -237 -2%
AFAS
704
Acorn Financial Advisory Services
Virginia
$319K – – –
HCIA
705
Hochman Cole Investment Advisors
Illinois
$319K +$43.9K +1,728 +15%
JIC
706
Joel Isaacson & Co
New York
$318K +$1.22K +48 +0.4%
HIS
707
Horizon Investment Services
Indiana
$318K +$51.4K +2,022 +19%
OWP
708
Obermeyer Wealth Partners
Colorado
$316K – – –
HWA
709
Heritage Wealth Advisors
Virginia
$315K – – –
HAS
710
HBW Advisory Services
California
$313K -$24.6K -966 -7%
GGI
711
Godsey & Gibb Inc
Virginia
$312K -$8.39K -330 -3%
SNBOSD
712
Security National Bank of So Dak
Iowa
$310K +$86.2K +3,393 +37%
PP
713
Patten & Patten
Tennessee
$308K +$19.4K +765 +7%
AIC
714
Argus Investors Counsel
New York
$307K +$3.35K +132 +1%
AP
715
Appleton Partners
Massachusetts
$304K +$49.9K +1,965 +19%
SC
716
Savant Capital
Illinois
$301K -$45.8K -1,803 -13%
NP
717
NorthRock Partners
Minnesota
$296K +$41.9K +1,647 +16%
AFA
718
American Financial Advisors
Georgia
$295K +$12.5K +492 +4%
CWA
719
Clearview Wealth Advisors
Oregon
$294K -$907K -35,700 -75%
OFG
720
Omega Financial Group
California
$293K +$2.36K +93 +0.8%
WS
721
Wedbush Securities
California
$291K +$298K +11,742 New
TC
722
Tenret Company
Florida
$290K – – –
RJT
723
Raymond James Trust
Florida
$290K +$298K +11,709 New
LWA
724
LWS Wealth Advisors
New Jersey
$288K -$12.8K -504 -4%
BAM
725
Berkshire Asset Management
Pennsylvania
$287K +$295K +11,592 New
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