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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
801
Huntington National Bank
Ohio
$505K – – –
FWA
802
FSM Wealth Advisors
Ohio
$505K +$554K +22,815 New
DT
803
Diversified Trust
Tennessee
$503K -$146 -6 -0%
JG
804
Jefferies Group
New York
$501K – – –
AA
805
ACT Advisors
North Carolina
$499K -$227K -9,354 -29%
MCC
806
Money Concepts Capital
Florida
$498K -$4.52K -186 -0.8%
WCM
807
Windham Capital Management
Massachusetts
$498K – – –
I2I
808
Insight 2811 Inc
Illinois
$493K +$15.7K +645 +3%
MPW
809
MGO Private Wealth
California
$490K +$538K +22,125 New
CCA
810
Cobblestone Capital Advisors
New York
$489K -$948 -39 -0.2%
HIC
811
Holderness Investments Company
North Carolina
$485K -$114K -4,692 -18%
SIC
812
Sigma Investment Counselors
Michigan
$485K -$1.9K -78 -0.4%
IIC
813
Ironwood Investment Counsel
Arizona
$485K +$58.2K +2,394 +12%
AIA
814
Avalon Investment & Advisory
Texas
$485K +$532K +21,900 New
EWM
815
EPG Wealth Management
Georgia
$484K +$6.27K +258 +1%
SFM
816
Signet Financial Management
New Jersey
$481K +$38K +1,563 +8%
BWIA
817
Bryant Woods Investment Advisors
New York
$476K – – –
CIC
818
Carnegie Investment Counsel
Ohio
$472K +$310K +12,747 +149%
FC
819
Forte Capital
New York
$471K -$448K -18,453 -46%
AWA
820
Arete Wealth Advisors
Illinois
$470K -$449K -18,477 -47%
TPWA
821
TRUE Private Wealth Advisors
Oregon
$466K -$7.29K -300 -1%
FPAS
822
Focus Partners Advisor Solutions
Missouri
$466K +$118K +4,857 +30%
RF
823
RHS Financial
California
$466K +$206K +8,466 +67%
FPWM
824
FSB Premier Wealth Management
Iowa
$466K +$511K +21,048 New
SIMM
825
Stillwater Investment Management (Minnesota)
Minnesota
$463K +$948 +39 +0.2%
31 32
33
34 35