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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
851
Dowling & Yahnke
California
$304K +$66.5K +2,559 +29%
PCM
852
Palouse Capital Management
Washington
$303K +$623 +24 +0.2%
PFGIA
853
Patriot Financial Group Insurance Agency
Massachusetts
$303K +$38.7K +1,488 +15%
CG
854
Corundum Group
Colorado
$302K – – –
CWM
855
Collaborative Wealth Management
Florida
$302K +$291K +11,199 New
EI
856
Ellevest Inc
New York
$301K -$73.7K -2,835 -20%
LRPA
857
L. Roy Papp & Associates
Arizona
$301K – – –
RRC
858
Relaxing Retirement Coach
Massachusetts
$301K – – –
PP
859
PDS Planning
Ohio
$300K +$25.3K +972 +10%
WOC
860
West Oak Capital
California
$300K +$51.5K +1,983 +22%
AGA
861
Arkos Global Advisors
Texas
$300K +$289K +11,130 New
JSW
862
Journey Strategic Wealth
New Jersey
$299K +$288K +11,100 New
PA
863
Perennial Advisors
New York
$297K +$1.17K +45 +0.4%
CWA
864
Clearview Wealth Advisors
Oregon
$296K -$22.9K -882 -7%
DI
865
Disciplined Investments
Oklahoma
$296K +$2.26K +87 +0.8%
WA
866
Wealth Architects
California
$295K +$285K +10,965 New
TWM
867
Thrive Wealth Management
Pennsylvania
$294K +$283K +10,908 New
ZIMP
868
Zimmermann Investment Management & Planning
Pennsylvania
$294K +$284K +10,926 New
GG
869
Gofen & Glossberg
Illinois
$293K -$6.24K -240 -2%
HAC
870
Harbor Advisory Corp
New Hampshire
$293K – – –
FCH
871
Freestone Capital Holdings
Washington
$292K +$3.58K +138 +1%
CAL
872
Capital Advisors Ltd
Ohio
$291K +$1.48K +57 +0.5%
JIP
873
Jaffetilchin Investment Partners
Florida
$284K +$2.03K +78 +0.7%
NP
874
NorthRock Partners
Minnesota
$282K -$39.1K -1,506 -13%
BAM
875
Berkshire Asset Management
Pennsylvania
$282K -$29.3K -1,128 -10%
33 34
35
36 37