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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
976
Dynamic Technology Lab
Singapore
$237K +$252K +9,912 New
IWA
977
Intercontinental Wealth Advisors
Texas
$236K – – –
PCM
978
Palouse Capital Management
Washington
$235K -$23.4K -918 -9%
WPA
979
West Paces Advisors
Georgia
$234K +$134K +5,286 +117%
EWA
980
Exencial Wealth Advisors
Oklahoma
$233K -$30.3K -1,191 -11%
SWMG
981
Signature Wealth Management Group
Georgia
$233K – – –
ACM
982
Argent Capital Management
Missouri
$233K +$248K +9,759 New
MWM
983
Modera Wealth Management
New Jersey
$232K +$3.59K +141 +1%
PFA
984
Pure Financial Advisors
California
$232K +$4.43K +174 +2%
AIM
985
Aspen Investment Management
Michigan
$231K – – –
GC
986
Grimes & Company
Massachusetts
$231K – – –
AGA
987
Arkos Global Advisors
Texas
$230K -$38.2K -1,500 -13%
CC
988
Cadinha & Co
Hawaii
$229K – – –
DFG
989
Demars Financial Group
Washington
$226K -$51.3K -2,016 -18%
BWFA
990
Baltimore-Washington Financial Advisors
Maryland
$224K +$240K +9,420 New
HFA
991
HC Financial Advisors
California
$223K – – –
CFS
992
Capital Financial Services
New York
$222K +$10.5K +411 +5%
WFM
993
Wolff Financial Management
Michigan
$222K +$236K +9,291 New
MA
994
MUFG Americas
New York
$221K – – –
BAM
995
Blueshift Asset Management
New Jersey
$221K +$235K +9,252 New
ZIM
996
Zacks Investment Management
Illinois
$219K -$228K -8,961 -49%
SHWM
997
Silicon Hills Wealth Management
Texas
$218K -$86.7K -3,408 -27%
ODIJL
998
One Day In July LLC
Vermont
$218K – – –
FA
999
Fountainhead AM
New Jersey
$218K +$19.5K +768 +9%
SFP
1000
Strategic Financial Partners
Oregon
$216K +$2.21K +87 +1%
38 39
40
41 42