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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
951
Foster & Motley
Ohio
$261K +$20.9K +822 +8%
HAC
952
Harbor Advisory Corp
New Hampshire
$260K – – –
NHC
953
Nicholas Hoffman & Company
Georgia
$259K +$7.48K +294 +3%
CAL
954
Capital Advisors Ltd
Ohio
$258K – – –
RFN
955
Redwood Financial Network
Ohio
$258K +$67.2K +2,643 +32%
RIL
956
Rothschild Investment LLC
Illinois
$257K +$274K +10,782 New
MFC
957
Morris Financial Concepts
South Carolina
$255K – – –
DA
958
Doliver Advisors
Texas
$254K – – –
CPC
959
Consolidated Planning Corp
Georgia
$251K +$10.7K +420 +4%
UIA
960
Ulland Investment Advisors
Minnesota
$250K -$178K -6,990 -40%
MWA
961
Meridian Wealth Advisors
Texas
$250K – – –
GCA
962
Genesee Capital Advisors
New York
$250K +$611 +24 +0.2%
NFSG
963
Newbridge Financial Services Group
Florida
$250K +$33.3K +1,308 +14%
SF
964
Synovus Financial
Georgia
$250K +$266K +10,455 New
MSCM
965
McElhenny Sheffield Capital Management
Texas
$249K – – –
CCB
966
Cutter & Co Brokerage
Missouri
$245K +$1.91K +75 +0.7%
RIA
967
Realta Investment Advisors
Delaware
$245K +$5.8K +228 +2%
CSIC
968
Clifford Swan Investment Counsel
California
$245K +$60.7K +2,388 +30%
VAS
969
Valicenti Advisory Services
New York
$243K +$12.3K +483 +5%
SLT
970
St Louis Trust
Missouri
$243K +$259K +10,170 New
SPWM
971
Schrum Private Wealth Management
Florida
$241K +$256K +10,080 New
DJSG
972
D.J. St. Germain
Massachusetts
$240K – – –
RCAG
973
Rehmann Capital Advisory Group
Michigan
$239K +$255K +10,011 New
AFG
974
Arkansas Financial Group
Arkansas
$238K – – –
CAWM
975
Capital Advisors Wealth Management
Washington
$237K +$57.1K +2,244 +29%
37 38
39
40 41