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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
851
1ST Source Bank
Indiana
$370K – – –
WP
852
WMS Partners
Maryland
$369K -$14.7K -576 -4%
PFM
853
Parsec Financial Management
North Carolina
$367K – – –
TFA
854
Triad Financial Advisors
North Carolina
$362K – – –
SFS
855
Solitude Financial Services
Virginia
$362K +$385K +15,150 New
DWM
856
Destination Wealth Management
California
$361K +$114K +4,500 +42%
GHA
857
GW Henssler & Associates
Georgia
$360K -$1.91K -75 -0.5%
CW
858
Connectus Wealth
Ohio
$359K +$116K +4,563 +44%
SP
859
Successful Portfolios
Florida
$358K +$37.9K +1,488 +11%
VWM
860
Vigilare Wealth Management
Arizona
$357K +$154K +6,066 +68%
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$356K +$380K +14,919 New
ES
862
ETF Store
Kansas
$354K +$2.98K +117 +0.8%
BAWC
863
Boyce & Associates Wealth Consulting
Texas
$354K +$65.4K +2,571 +21%
SSB
864
Sandy Spring Bank
Maryland
$353K -$992 -39 -0.3%
AIP
865
Ahrens Investment Partners
Louisiana
$353K +$336K +13,200 +838%
LMKC
866
L.M. Kohn & Company
Ohio
$350K -$98.4K -3,867 -21%
AP
867
Adero Partners
California
$350K – – –
CA
868
Carson Advisory
Georgia
$348K +$68.6K +2,697 +23%
TRCT
869
Tower Research Capital (TRC)
New York
$345K -$118K -4,632 -24%
JCM
870
Jacobi Capital Management
Pennsylvania
$345K -$4.27K -168 -1%
VFA
871
Valeo Financial Advisors
Indiana
$344K -$542K -21,306 -60%
BKA
872
Brick & Kyle Associates
Pennsylvania
$343K -$26.3K -1,032 -7%
FWM
873
Finer Wealth Management
Massachusetts
$343K -$9.46K -372 -3%
WFA
874
West Financial Advisors
Iowa
$343K -$3.59K -141 -1%
KCFA
875
Key Client Fiduciary Advisors
New Jersey
$342K -$35.7K -1,404 -9%
33 34
35
36 37