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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
726
Delta Asset Management
Tennessee
$281K -$19.7K -777 -6%
SP
727
Successful Portfolios
Florida
$280K +$4.19K +165 +1%
QC
728
QCM Cayman
Texas
$280K +$287K +11,307 New
CG
729
Corundum Group
Colorado
$278K – – –
PCM
730
Palouse Capital Management
Washington
$278K +$5.95K +234 +2%
MSS
731
Mitchell Sinkler & Starr
Pennsylvania
$278K +$49.6K +1,950 +21%
LRPA
732
L. Roy Papp & Associates
Arizona
$277K -$30.5K -1,200 -10%
RRC
733
Relaxing Retirement Coach
Massachusetts
$277K – – –
GG
734
Gofen & Glossberg
Illinois
$275K +$15.6K +615 +6%
SB
735
Simmons Bank
Arkansas
$275K +$283K +11,130 New
FA
736
Faithward Advisors
Pennsylvania
$272K -$24.9K -981 -8%
PA
737
Perennial Advisors
New York
$271K +$1.14K +45 +0.4%
AFS
738
Annapolis Financial Services
Maryland
$270K -$43.8K -1,725 -14%
DI
739
Disciplined Investments
Oklahoma
$270K +$2.13K +84 +0.8%
HAC
740
Harbor Advisory Corp
New Hampshire
$270K +$3.96K +156 +1%
MWA
741
Meridian Wealth Advisors
Texas
$269K +$10.1K +396 +4%
CAL
742
Capital Advisors Ltd
Ohio
$266K – – –
SFA
743
Seneca Financial Advisors
New York
$266K -$22.9K -900 -8%
RCA
744
Resonant Capital Advisors
Wisconsin
$265K +$76 +3 +0%
JC
745
JB Capital
Connecticut
$265K +$272K +10,695 New
FCH
746
Freestone Capital Holdings
Washington
$264K +$36.2K +1,425 +15%
LGWM
747
Litman Gregory Wealth Management
California
$264K +$271K +10,650 New
FFA
748
Founders Financial Alliance
North Carolina
$263K +$58.4K +2,298 +28%
JIP
749
Jaffetilchin Investment Partners
Florida
$259K +$266K +10,461 New
FHC
750
First Heartland Consultants
Missouri
$258K -$29.4K -1,158 -10%
28 29
30
31 32