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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
901
Delta Asset Management
Tennessee
$299K +$157 +6 +0.1%
AWE
902
Avidian Wealth Enterprises
Texas
$298K -$5.81K -222 -2%
TC
903
Tenret Company
Florida
$298K -$2.91K -111 -1%
CG
904
Corundum Group
Colorado
$295K – – –
MC
905
Moors & Cabot
Massachusetts
$294K -$4.71K -180 -2%
LRPA
906
L. Roy Papp & Associates
Arizona
$294K – – –
RRC
907
Relaxing Retirement Coach
Massachusetts
$294K – – –
EI
908
Ellevest Inc
New York
$294K +$550 +21 +0.2%
SB
909
Simmons Bank
Arkansas
$293K -$112K -4,290 -28%
AGA
910
Arkos Global Advisors
Texas
$293K – – –
JSW
911
Journey Strategic Wealth
New Jersey
$292K – – –
GG
912
Gofen & Glossberg
Illinois
$292K +$6.29K +240 +2%
PA
913
Perennial Advisors
New York
$291K +$943 +36 +0.3%
DI
914
Disciplined Investments
Oklahoma
$291K +$1.81K +69 +0.6%
CWM
915
Congress Wealth Management
Massachusetts
$289K +$68.7K +2,622 +31%
EWA
916
Exencial Wealth Advisors
Oklahoma
$288K +$39.8K +1,521 +16%
FA
917
FC Advisory
Pennsylvania
$287K +$285K +10,902 New
CWM
918
Centric Wealth Management
Illinois
$286K -$5.07M -193,638 -95%
HAC
919
Harbor Advisory Corp
New Hampshire
$286K – – –
IC
920
IEQ Capital
California
$286K +$285K +10,881 New
AWA
921
Arete Wealth Advisors
Illinois
$285K -$55K -2,100 -16%
PS
922
Planned Solutions
California
$285K -$46.7K -1,785 -14%
CAL
923
Capital Advisors Ltd
Ohio
$284K – – –
ATC
924
Argent Trust Co
Tennessee
$284K +$21K +801 +8%
PCM
925
Palouse Capital Management
Washington
$283K -$13K -498 -4%
35 36
37
38 39