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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1001
Blue Trust Inc
Georgia
$670K +$1.41K +54 +0.2%
MWA
1002
Moser Wealth Advisors
Washington
$668K +$37.1K +1,425 +6%
HWAM
1003
Hennion & Walsh Asset Management
New Jersey
$668K -$18K -690 -3%
CD
1004
Chapin Davis
Maryland
$667K +$86K +3,303 +15%
AP
1005
Appleton Partners
Massachusetts
$662K -$32.3K -1,239 -5%
FFC
1006
First Financial Corp
Indiana
$661K -$66.1K -2,541 -9%
LAIC
1007
Lederer & Associates Investment Counsel
California
$660K – – –
SPL
1008
Smart Portfolios LLC
Washington
$655K +$23K +885 +4%
FLPIM
1009
F.L. Putnam Investment Management
Massachusetts
$650K -$309K -11,868 -32%
KFI
1010
Key Financial Inc
Pennsylvania
$649K – – –
FTDI
1011
First Trust Direct Indexing
Massachusetts
$648K +$650K +24,984 New
ODIJL
1012
One Day In July LLC
Vermont
$647K -$390 -15 -0.1%
ABC
1013
Associated Banc-Corp
Wisconsin
$645K +$648K +24,882 New
RIL
1014
Rothschild Investment LLC
Illinois
$640K +$21.4K +822 +3%
IPAM
1015
Investment Partners Asset Management
New Jersey
$634K – – –
PWMA
1016
Pension & Wealth Management Advisors
Massachusetts
$631K -$214K -8,238 -25%
KTM
1017
Keeler Thomas Management
Utah
$630K -$63K -2,421 -9%
FA
1018
FSA Advisors
Michigan
$621K -$28.7K -1,101 -4%
CPIA
1019
Cornell Pochily Investment Advisors
New York
$620K -$71.5K -2,745 -10%
BWM
1020
BKM Wealth Management
Wisconsin
$619K +$187K +7,176 +43%
FC
1021
Fulcrum Capital
Washington
$616K – – –
FPWM
1022
FSB Premier Wealth Management
Iowa
$615K -$24.2K -930 -4%
JFG
1023
Jefferies Financial Group
New York
$612K – – –
DWMS
1024
Dominguez Wealth Management Solutions
Virginia
$611K – – –
VAS
1025
Valicenti Advisory Services
New York
$611K -$218K -8,385 -26%
39 40
41
42 43