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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1001
Summit Wealth & Retirement Planning
California
$678K -$8.28K -318 -1%
FPGT
1002
Financial Partners Group (Tennessee)
Tennessee
$672K -$312 -12 -0%
BIG
1003
Builder Investment Group
Georgia
$672K +$7.34K +282 +1%
BTI
1004
Blue Trust Inc
Georgia
$670K +$1.41K +54 +0.2%
MWA
1005
Moser Wealth Advisors
Washington
$668K +$37.1K +1,425 +6%
HWAM
1006
Hennion & Walsh Asset Management
New Jersey
$668K -$18K -690 -3%
CD
1007
Chapin Davis
Maryland
$667K +$86K +3,303 +15%
AP
1008
Appleton Partners
Massachusetts
$662K -$32.3K -1,239 -5%
FFC
1009
First Financial Corp
Indiana
$661K -$66.1K -2,541 -9%
LAIC
1010
Lederer & Associates Investment Counsel
California
$660K – – –
SPL
1011
Smart Portfolios LLC
Washington
$655K +$23K +885 +4%
FLPIM
1012
F.L. Putnam Investment Management
Massachusetts
$650K -$309K -11,868 -32%
KFI
1013
Key Financial Inc
Pennsylvania
$649K – – –
FTDI
1014
First Trust Direct Indexing
Massachusetts
$648K +$650K +24,984 New
ODIJL
1015
One Day In July LLC
Vermont
$647K -$390 -15 -0.1%
ABC
1016
Associated Banc-Corp
Wisconsin
$645K +$648K +24,882 New
RIL
1017
Rothschild Investment LLC
Illinois
$640K +$21.4K +822 +3%
IPAM
1018
Investment Partners Asset Management
New Jersey
$634K – – –
PWMA
1019
Pension & Wealth Management Advisors
Massachusetts
$631K -$214K -8,238 -25%
KTM
1020
Keeler Thomas Management
Utah
$630K -$63K -2,421 -9%
FA
1021
FSA Advisors
Michigan
$621K -$28.7K -1,101 -4%
CPIA
1022
Cornell Pochily Investment Advisors
New York
$620K -$71.5K -2,745 -10%
BWM
1023
BKM Wealth Management
Wisconsin
$619K +$187K +7,176 +43%
FC
1024
Fulcrum Capital
Washington
$616K – – –
FPWM
1025
FSB Premier Wealth Management
Iowa
$615K -$24.2K -930 -4%
39 40
41
42 43