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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1101
Ameritas Investment Partners
Nebraska
$24K +$1.09K +45 +4%
TSW
1102
Thompson Siegel & Walmsley
Virginia
$24K +$26.5K +1,092 New
MFT
1103
Moisand Fitzgerald Tamayo
Florida
$23K -$437 -18 -2%
WTA
1104
Washington Trust Advisors
Massachusetts
$23K – – –
MG
1105
MilWealth Group
Wisconsin
$21.9K – – –
WT
1106
Washington Trust
Rhode Island
$20K -$364 -15 -2%
OC
1107
Oakworth Capital
Alabama
$20K – – –
EL
1108
EMFO LLC
Florida
$19K +$146 +6 +0.7%
OIA
1109
Optimum Investment Advisors
Illinois
$18K -$7.14K -294 -26%
M1FG
1110
Mach-1 Financial Group
Arkansas
$18K – – –
PGAM
1111
Princeton Global Asset Management
New Jersey
$18K – – –
FP
1112
Financial Perspectives
Minnesota
$17.9K -$1.17K -48 -6%
OPW
1113
Oxler Private Wealth
New York
$17.5K – – –
QC
1114
Quent Capital
New York
$17K +$19.1K +786 New
PA
1115
PSI Advisors
Florida
$16K +$73 +3 +0.4%
SWA
1116
SOA Wealth Advisors
New York
$16K +$18.2K +750 New
GEA
1117
Glen Eagle Advisors
New Jersey
$15.9K +$17.1K +705 +4,700%
JGIA
1118
Jackson Grant Investment Advisers
Connecticut
$15K +$146 +6 +0.9%
ASBI
1119
American State Bank (Iowa)
Iowa
$14.2K – – –
PFM
1120
Phillips Financial Management
Indiana
$14K +$14.9K +615 New
RDIA
1121
RE Dickinson Investment Advisors
Iowa
$13K +$1.17K +48 +9%
IFAM
1122
Institutional & Family Asset Management
Colorado
$13K +$7.29K +300 +106%
ODG
1123
O'Dell Group
Ohio
$13K +$14.1K +579 New
TC
1124
Truvestments Capital
Florida
$12K +$1.53K +63 +13%
BCM
1125
Bourgeon Capital Management
Connecticut
$12K +$13.5K +555 New
43 44
45
46 47