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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
801
Bedel Financial Consulting
Indiana
$439K -$2.28K -87 -0.5%
T
802
TRUADVICE
Florida
$438K +$453K +17,304 New
KFGK
803
Keystone Financial Group (Kentucky)
Kentucky
$436K – – –
EIP
804
Ellis Investment Partners
Pennsylvania
$435K +$2.83K +108 +0.7%
CHJWM
805
Carlton Hofferkamp & Jenks Wealth Management
Texas
$434K +$2.83K +108 +0.7%
ALWM
806
Andrews Lucia Wealth Management
California
$432K +$420K +16,029 New
LWM
807
Lyell Wealth Management
California
$431K -$66.7K -2,547 -13%
WP
808
WMS Partners
Maryland
$422K +$16.1K +615 +4%
WOC
809
West Oak Capital
California
$419K +$126K +4,800 +43%
FCM
810
Firestone Capital Management
Florida
$418K +$1.33K +51 +0.3%
SLA
811
Silver Lake Advisory
Utah
$416K -$12.4K -474 -3%
SWMG
812
Sanchez Wealth Management Group
Florida
$416K – – –
TF
813
Trek Financial
Arizona
$415K -$94.4K -3,606 -19%
KCFA
814
Key Client Fiduciary Advisors
New Jersey
$414K +$73K +2,787 +22%
DSC
815
Duncker Streett & Co
Missouri
$410K -$398K -15,195 -49%
AL
816
Aspiriant LLC
California
$408K -$24.7K -942 -6%
RWP
817
RWA Wealth Partners
Massachusetts
$408K +$28.9K +1,104 +8%
1SB
818
1ST Source Bank
Indiana
$407K – – –
BKA
819
Brick & Kyle Associates
Pennsylvania
$407K +$55K +2,100 +16%
PFM
820
Parsec Financial Management
North Carolina
$405K – – –
YIH
821
Y-Intercept (HK)
Hong Kong
$400K -$664K -25,344 -62%
TFA
822
Triad Financial Advisors
North Carolina
$398K -$5.58K -213 -1%
GHA
823
GW Henssler & Associates
Georgia
$398K -$707 -27 -0.2%
BAM
824
Barrett Asset Management
New York
$398K – – –
MCWS
825
McKinley Carter Wealth Services
West Virginia
$390K -$152K -5,808 -28%
31 32
33
34 35