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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
901
O'Shaughnessy Asset Management
Connecticut
$956K +$783K +30,318 +576%
CMBA
902
C.M. Bidwell & Associates
Hawaii
$950K -$24.7K -957 -3%
BCMLT
903
Beacon Capital Management LLC (Tennessee)
Tennessee
$950K -$65.5K -2,535 -7%
NC
904
Napatree Capital
Rhode Island
$943K – – –
CAI
905
Capital Advisors Inc
Oklahoma
$943K -$112K -4,344 -11%
AWG
906
Altus Wealth Group
Colorado
$935K +$35K +1,353 +4%
MFA
907
Morling Financial Advisors
California
$935K – – –
B
908
Bailard
California
$932K +$215K +8,316 +32%
MSAM
909
Moloney Securities Asset Management
Missouri
$930K -$698 -27 -0.1%
ES
910
ETF Store
Kansas
$927K +$236K +9,135 +36%
CCM
911
Colorado Capital Management
Colorado
$925K +$889K +34,425 New
CCFM
912
Clear Creek Financial Management
Washington
$921K +$95.3K +3,687 +12%
WB
913
Webster Bank
Connecticut
$919K – – –
MM
914
Meridian Management
Arkansas
$919K +$2.25K +87 +0.3%
SP
915
SWS Partners
Ohio
$918K -$2.02K -78 -0.2%
FWP
916
FAS Wealth Partners
Kansas
$918K -$8.29K -321 -0.9%
PJSIMP
917
P.J. Schmidt Investment Management (PJS)
Wisconsin
$917K +$74.8K +2,895 +9%
GWM
918
Gray Wealth Management
Maine
$917K +$12.3K +477 +1%
WMA
919
West Michigan Advisors
Michigan
$913K +$877K +33,957 New
BWP
920
Balboa Wealth Partners
Arizona
$911K -$600K -23,211 -41%
NW
921
NewEdge Wealth
Pennsylvania
$907K +$1.94K +75 +0.2%
BCWM
922
Bartlett & Co Wealth Management
Ohio
$904K -$58.1K -2,250 -6%
MSA
923
McAlister Sweet & Associates
Texas
$902K -$53.6K -2,073 -6%
GWMI
924
Guardian Wealth Management (Illinois)
Illinois
$902K -$940K -36,393 -52%
SPWM
925
Schrum Private Wealth Management
Florida
$899K +$137K +5,286 +19%
35 36
37
38 39