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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
926
Synergy Asset Management
Washington
– -$334K -13,752 Closed
BA
927
Bridge Advisory
California
– -$262K -10,761 Closed
FG
928
Foster Group
Iowa
– -$241K -9,897 Closed
TI
929
Trexquant Investment
Connecticut
– -$226K -9,300 Closed
LFAS
930
Level Four Advisory Services
Texas
– -$212K -8,712 Closed
AWM
931
Aberdeen Wealth Management
Illinois
– -$182K -7,500 Closed
ACM
932
Allred Capital Management
Texas
– -$160K -6,564 Closed
BAMG
933
Brand Asset Management Group
Missouri
– -$141K -5,796 Closed
LGWM
934
Litman Gregory Wealth Management
California
– -$139K -5,730 Closed
PCIA
935
Prime Capital Investment Advisors
Kansas
– -$85K -3,504 Closed
RWB
936
RMR Wealth Builders
New Jersey
– -$69K -2,859 Closed
EP
937
Eudaimonia Partners
Tennessee
– -$62K -2,532 Closed
WAP
938
Wealthcare Advisory Partners
Pennsylvania
– -$37K -1,521 Closed
AWG
939
Altus Wealth Group
Colorado
– -$23K -918 Closed
FP
940
Fiduciary Planning
Florida
– -$20K -810 Closed
APWM
941
Atlas Private Wealth Management
New York
– -$18K -750 Closed
QI
942
QS Investors
New York
– -$7K -282 Closed
CTB
943
Country Trust Bank
Illinois
– -$5K -195 Closed
PO
944
Private Ocean
California
– -$4K -153 Closed
DOA
945
D'Orazio & Associates
Virginia
– -$3K -120 Closed
HFS
946
Horizon Financial Services
North Carolina
– -$2K -93 Closed
CA
947
Centerpoint Advisors
Massachusetts
– +$76 +3 New
VCM
948
Versant Capital Management
Arizona
– +$151 +6 New
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