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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
701
Yarger Wealth Strategies
Ohio
$1.35M +$1.38M +55,164 New
BWAM
702
Boyd Watterson Asset Management
Ohio
$1.34M – – –
BCMO
703
Buckingham Capital Management (Ohio)
Ohio
$1.33M -$88K -3,519 -6%
AIA
704
Ally Invest Advisors
North Carolina
$1.33M +$681K +27,255 +100%
WA
705
Wambolt & Associates
Colorado
$1.33M +$1.35M +54,090 New
BFPW
706
BOK Financial Private Wealth
Colorado
$1.32M -$77.5K -3,099 -5%
SIC
707
Salem Investment Counselors
North Carolina
$1.31M +$37.7K +1,509 +3%
CCB
708
Cutter & Co Brokerage
Missouri
$1.3M +$1.06M +42,384 +382%
SQA
709
Simon Quick Advisors
New Jersey
$1.3M +$1.33M +53,313 New
WW
710
Windle Wealth
Oklahoma
$1.28M -$107K -4,269 -8%
MAS
711
Madden Advisory Services
Florida
$1.28M – – –
OF
712
Outfitter Financial
Maine
$1.28M -$2.25K -90 -0.2%
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28M +$92.7K +3,708 +8%
WCM
714
Whitener Capital Management
North Carolina
$1.27M +$241K +9,621 +23%
IC
715
Inscription Capital
Texas
$1.26M +$1.3M +51,843 New
RJT
716
Raymond James Trust
Florida
$1.26M -$54.5K -2,178 -4%
LFA
717
Legacy Financial Advisors
Kentucky
$1.25M +$8.47K +339 +0.7%
DTC
718
Davidson Trust Company
Washington
$1.25M +$32.6K +1,305 +3%
WKSWA
719
White Knight Strategic Wealth Advisors
New Jersey
$1.24M -$126K -5,025 -9%
CM
720
Columbus Macro
Pennsylvania
$1.24M +$1.28M +51,000 New
OIM
721
Opus Investment Management
Massachusetts
$1.22M +$75K +3,000 +6%
ECG
722
Edge Capital Group
Georgia
$1.22M +$204K +8,166 +19%
MC
723
Miramar Capital
Illinois
$1.22M +$49.1K +1,965 +4%
WKWM
724
Walter & Keenan Wealth Management
Indiana
$1.22M – – –
TF
725
Trek Financial
Arizona
$1.2M +$728K +29,124 +144%
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