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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
1001
Laird Norton Wetherby Wealth Management
California
$204K +$223K +9,195 New
BOM
1002
Bank of Marin
California
$203K -$105K -4,320 -32%
GC
1003
GFG Capital
Florida
$203K +$17.1K +702 +8%
ODIJL
1004
One Day In July LLC
Vermont
$202K – – –
SFP
1005
Strategic Financial Partners
Oregon
$202K +$2.04K +84 +0.9%
PCFFS
1006
Pacific Center for Financial Services
California
$195K +$1.97K +81 +0.9%
HPC
1007
HM Payson & Co
Maine
$189K -$289K -11,898 -58%
GTAM
1008
Global Trust Asset Management
Florida
$182K – – –
UB
1009
UMB Bank
Missouri
$179K -$290K -11,949 -60%
AIC
1010
Archer Investment Corporation
Indiana
$175K +$1.82K +75 +1%
TCOV
1011
Trust Company of Vermont
Vermont
$170K – – –
FHA
1012
First Horizon Advisors
Tennessee
$166K -$146K -5,994 -44%
AWM
1013
Aberdeen Wealth Management
Illinois
$166K – – –
WWMSC
1014
Wagner Wealth Management (South Carolina)
South Carolina
$155K +$1.6K +66 +0.9%
MRCM
1015
M&R Capital Management
New Jersey
$155K +$16K +660 +10%
WWM
1016
Wolff Wiese Magana
California
$146K +$1.24K +51 +0.8%
AWM
1017
Accel Wealth Management
Iowa
$145K +$18.1K +744 +14%
EW
1018
Element Wealth
Mississippi
$143K – – –
TCWA
1019
Ten Capital Wealth Advisors
Washington
$142K +$14.6K +600 +10%
TFA
1020
Toth Financial Advisory
Virginia
$139K +$13K +534 +9%
VCM
1021
Vigilant Capital Management
Maine
$138K +$18.2K +750 +14%
FFA
1022
Fairfield Financial Advisors
Massachusetts
$136K +$292 +12 +0.2%
SN
1023
Sittner & Nelson
Oregon
$133K – – –
DWMG
1024
DB Wealth Management Group
California
$132K – – –
FPFS
1025
First Personal Financial Services
North Carolina
$131K – – –
39 40
41
42 43