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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1076
Heritage Wealth Advisors
Virginia
$311K – – –
RP
1077
Rice Partnership
Hawaii
$310K +$318K +12,729 New
DP
1078
DDD Partners
Washington
$309K -$5.85K -234 -2%
PCIA
1079
Prime Capital Investment Advisors
Kansas
$306K -$3.65M -145,995 -92%
BBA
1080
BLB&B Advisors
Pennsylvania
$305K +$37.6K +1,503 +14%
SLT
1081
St Louis Trust
Missouri
$304K – – –
AIC
1082
Argus Investors Counsel
New York
$302K -$750 -30 -0.2%
ONSWM
1083
Old North State Wealth Management
North Carolina
$301K -$8.63K -345 -3%
NCM
1084
Novare Capital Management
North Carolina
$300K +$307K +12,285 New
FWA
1085
FOCUS Wealth Advisors
Texas
$299K +$307K +12,276 New
CPW
1086
Catalyst Private Wealth
California
$298K -$2.7K -108 -0.9%
PEA
1087
Park Edge Advisors
Ohio
$296K – – –
JCM
1088
J2 Capital Management
Michigan
$295K – – –
DI
1089
Disciplined Investments
Oklahoma
$294K -$57.3K -2,292 -16%
PS
1090
Planned Solutions
California
$291K +$2.17K +87 +0.7%
CAM
1091
Covenant Asset Management
New Jersey
$290K +$297K +11,877 New
NHC
1092
Nicholas Hoffman & Company
Georgia
$287K +$7.5K +300 +3%
TWA
1093
TCI Wealth Advisors
Arizona
$286K +$148K +5,907 +101%
TA
1094
Trellis Advisors
Washington
$284K – – –
PAM
1095
Pegasus Asset Management
New York
$283K +$59.6K +2,385 +26%
EWA
1096
Etesian Wealth Advisors
Oregon
$282K -$1.88K -75 -0.6%
WJWM
1097
Williams Jones Wealth Management
New York
$280K +$288K +11,502 New
RWA
1098
Ropes Wealth Advisors
Massachusetts
$280K -$21K -840 -7%
GT
1099
Glenmede Trust
Pennsylvania
$280K -$251K -10,029 -47%
PCA
1100
Pallas Capital Advisors
Massachusetts
$279K +$285K +11,412 New
42 43
44
45 46