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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1026
Sanchez Wealth Management Group
Florida
$383K – – –
DSC
1027
Duncker Streett & Co
Missouri
$382K +$3.37K +141 +0.9%
RWB
1028
RMR Wealth Builders
New Jersey
$381K +$38K +1,590 +11%
BKA
1029
Brick & Kyle Associates
Pennsylvania
$381K +$860 +36 +0.2%
SBH
1030
Segall Bryant & Hamill
Illinois
$380K -$52.7K -2,205 -12%
1SB
1031
1ST Source Bank
Indiana
$378K +$3.58K +150 +1%
WAL
1032
W Advisors LLC
Tennessee
$373K – – –
DI
1033
Disciplined Investments
Oklahoma
$371K +$78.1K +3,267 +27%
GWM
1034
GSB Wealth Management
Connecticut
$369K -$190K -7,950 -34%
HIC
1035
Holderness Investments Company
North Carolina
$368K -$155K -6,474 -30%
WIM
1036
WealthPlan Investment Management
Nebraska
$366K -$776K -32,496 -68%
WAM
1037
Worth Asset Management
Texas
$364K +$36.7K +1,536 +11%
BB
1038
Bell Bank
North Dakota
$363K +$4.44K +186 +1%
MWP
1039
Madison Wealth Partners
Wisconsin
$363K -$5.73K -240 -2%
FNBT
1040
FineMark National Bank & Trust
Florida
$363K +$37.9K +1,587 +12%
HPC
1041
HM Payson & Co
Maine
$362K -$115K -4,794 -24%
VWM
1042
Vigilare Wealth Management
Arizona
$362K -$115K -4,830 -24%
AFG
1043
Alterity Financial Group
Maine
$360K -$1.94K -81 -0.5%
CWM
1044
Castle Wealth Management
Florida
$355K -$19.7K -825 -5%
LNWWM
1045
Laird Norton Wetherby Wealth Management
California
$353K -$3.37K -141 -1%
LIG
1046
Lokken Investment Group
Delaware
$350K +$345K +14,451 New
DIA
1047
Dana Investment Advisors
Wisconsin
$350K -$765K -31,998 -69%
KFS
1048
Kelly Financial Services
Massachusetts
$349K +$180K +7,554 +110%
1IA
1049
1834 Investment Advisors
Wisconsin
$349K +$344K +14,406 New
IWP
1050
Insight Wealth Partners
Texas
$347K – – –
40 41
42
43 44