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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
801
Hazlett, Burt & Watson
West Virginia
$2.38M -$435K -14,350 -16%
BSB
802
Bangor Savings Bank
Maine
$2.38M -$98.4K -3,244 -4%
PWA
803
Perspective Wealth Advisors
Colorado
$2.37M +$249K +8,194 +12%
EFS
804
Essex Financial Services
Connecticut
$2.37M +$678K +22,364 +41%
EP
805
Edgestream Partners
New Jersey
$2.34M +$1.27M +41,818 +121%
JFG
806
JMG Financial Group
Illinois
$2.34M +$279K +9,205 +14%
FEM
807
Fulcrum Equity Management
Texas
$2.34M +$2.31M +76,153 New
AWM
808
Aprio Wealth Management
Georgia
$2.32M -$112K -3,708 -5%
WCM
809
Wealthcare Capital Management
Virginia
$2.31M +$1.58M +52,074 +224%
VCA
810
Verdence Capital Advisors
Maryland
$2.31M +$1.02M +33,674 +81%
IA
811
Inspire Advisors
Idaho
$2.3M +$405K +13,366 +22%
CPC
812
Consolidated Planning Corp
Georgia
$2.3M -$46.2K -1,522 -2%
PCM
813
Pennsylvania Capital Management
Pennsylvania
$2.29M +$273 +9 +0%
NA
814
Note Advisors
New York
$2.28M +$43.2K +1,424 +2%
VFP
815
Verus Financial Partners
Virginia
$2.27M -$481K -15,869 -18%
BFS
816
Bradley Foster & Sargent
Connecticut
$2.26M +$640K +21,109 +40%
SMFG
817
Sumitomo Mitsui Financial Group
Japan
$2.25M -$1.14M -37,477 -34%
ACM
818
Alpha Capital Management
Texas
$2.25M +$27.6K +910 +1%
BCI
819
Brinker Capital Investments
Pennsylvania
$2.24M -$10.5M -344,616 -82%
BWAM
820
Boyd Watterson Asset Management
Ohio
$2.24M -$522K -17,215 -19%
MWM
821
MFG Wealth Management
Indiana
$2.24M -$10.3K -339 -0.5%
GIA
822
GHP Investment Advisors
Colorado
$2.22M -$14.6K -481 -0.7%
MYIA
823
Mount Yale Investment Advisors
Colorado
$2.16M -$219K -7,228 -9%
WCG
824
Weaver Consulting Group
California
$2.16M +$28.8K +950 +1%
EAM
825
Evanson Asset Management
California
$2.16M +$114K +3,763 +6%
31 32
33
34 35