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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
926
NWF Advisory Services
California
$802K +$49.6K +2,082 +7%
PJSIMP
927
P.J. Schmidt Investment Management (PJS)
Wisconsin
$802K +$262K +10,974 +54%
PRS
928
Pinkerton Retirement Specialists
Idaho
$801K -$24.7M -1,034,904 -97%
MWM
929
Modera Wealth Management
New Jersey
$801K +$10.7K +450 +1%
WWP
930
Walden Wealth Partners
Ohio
$800K +$751K +31,524 New
MHS
931
M Holdings Securities
Oregon
$798K +$750K +31,455 New
SIA
932
Sage Investment Advisers
New York
$794K +$187K +7,836 +33%
SC
933
Stephens Consulting
Michigan
$792K -$33K -1,383 -4%
I
934
INVST
Indiana
$790K +$455K +19,095 +162%
ACM
935
Avalon Capital Management
California
$788K – – –
CCM
936
Coldstream Capital Management
Washington
$787K -$1.9M -79,761 -72%
CSA
937
Cottage Street Advisors
Massachusetts
$783K +$6.58K +276 +0.9%
CCFM
938
Clear Creek Financial Management
Washington
$776K +$729K +30,582 New
CA
939
Centerpoint Advisors
Massachusetts
$774K +$8.79K +369 +1%
RFN
940
RDA Financial Network
Iowa
$771K +$87.3K +3,663 +14%
TI
941
Trexquant Investment
Connecticut
$768K +$205K +8,589 +40%
GWM
942
Greenhouse Wealth Management
Connecticut
$767K -$81.5K -3,420 -10%
FCM
943
Fortis Capital Management
Washington
$762K +$420K +17,613 +142%
WA
944
Wealth Alliance
New York
$762K -$4.43K -186 -0.6%
HKIM
945
Hayek Kallen Investment Management
Alabama
$760K +$114K +4,791 +19%
VC
946
Vicus Capital
Pennsylvania
$759K +$89.4K +3,753 +14%
AFO
947
Allie Family Office
Florida
$756K +$710K +29,808 New
CWM
948
Cornerstone Wealth Management
Missouri
$753K +$36.2K +1,521 +5%
VWM
949
Valley Wealth Managers
New Jersey
$751K -$212K -8,889 -23%
BCM
950
Brasada Capital Management
Texas
$750K – – –
36 37
38
39 40