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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
926
WBI Investments
New Jersey
$271K +$12.4K +510 +4%
RWA
927
River Wealth Advisors
Pennsylvania
$269K -$38.9K -1,602 -12%
SB
928
Sunflower Bank
Texas
$269K -$21.9K -900 -7%
JCM
929
J2 Capital Management
Michigan
$268K +$2.77K +114 +1%
VCM
930
Virtue Capital Management
Tennessee
$268K +$10.6K +438 +4%
AP
931
Adero Partners
California
$267K -$85.3K -3,513 -24%
RWRC
932
R.W. Roge & Company
New York
$266K -$148K -6,084 -34%
CA
933
Carson Advisory
Georgia
$265K -$63.6K -2,619 -18%
STA
934
Summit Trail Advisors
New York
$265K -$34.3K -1,410 -11%
KFGK
935
Keystone Financial Group (Kentucky)
Kentucky
$265K +$73 +3 +0%
RIA
936
Realta Investment Advisors
Delaware
$261K +$38.7K +1,593 +16%
CAWM
937
Capital Advisors Wealth Management
Washington
$261K +$45.4K +1,869 +19%
IC
938
IEQ Capital
California
$260K -$201K -8,286 -41%
SA
939
Strategic Advisors
New York
$260K -$24.2K -996 -8%
SNBOSCI
940
Security National Bank of Sioux City Iowa
Iowa
$260K – – –
PS
941
Planned Solutions
California
$260K +$3.21K +132 +1%
TA
942
Trellis Advisors
Washington
$258K – – –
LCM
943
Leisure Capital Management
California
$256K -$2.19K -90 -0.8%
DAM
944
Delta Asset Management
Tennessee
$254K +$2.26K +93 +0.8%
MF
945
Manchester Financial
California
$251K -$5.91M -243,291 -96%
FFM
946
Forum Financial Management
Illinois
$250K -$10.3K -426 -4%
ATC
947
Argent Trust Co
Tennessee
$250K – – –
SFP
948
Sandbox Financial Partners
Maryland
$249K -$50.3K -2,070 -16%
EI
949
Ellevest Inc
New York
$249K +$729 +30 +0.3%
DI
950
Disciplined Investments
Oklahoma
$249K +$2.55K +105 +0.9%
36 37
38
39 40