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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1101
EMFO LLC
Florida
$19K +$146 +6 +0.7%
MOS
1102
MGO One Seven
Ohio
$18.2K +$12.9M +532,833 +2,052%
OIA
1103
Optimum Investment Advisors
Illinois
$18K -$7.14K -294 -26%
M1FG
1104
Mach-1 Financial Group
Arkansas
$18K – – –
PGAM
1105
Princeton Global Asset Management
New Jersey
$18K – – –
FP
1106
Financial Perspectives
Minnesota
$17.9K -$1.17K -48 -6%
OPW
1107
Oxler Private Wealth
New York
$17.5K – – –
QC
1108
Quent Capital
New York
$17K +$19.1K +786 New
PA
1109
PSI Advisors
Florida
$16K +$73 +3 +0.4%
SWA
1110
SOA Wealth Advisors
New York
$16K +$18.2K +750 New
GEA
1111
Glen Eagle Advisors
New Jersey
$15.9K +$17.1K +705 +4,700%
NDSI
1112
Newman Dignan & Sheerar Inc
Rhode Island
$15.2K +$460K +18,954 +3%
JGIA
1113
Jackson Grant Investment Advisers
Connecticut
$15K +$146 +6 +0.9%
ASBI
1114
American State Bank (Iowa)
Iowa
$14.2K – – –
PFM
1115
Phillips Financial Management
Indiana
$14K +$14.9K +615 New
RDIA
1116
RE Dickinson Investment Advisors
Iowa
$13K +$1.17K +48 +9%
IFAM
1117
Institutional & Family Asset Management
Colorado
$13K +$7.29K +300 +106%
ODG
1118
O'Dell Group
Ohio
$13K +$14.1K +579 New
TC
1119
Truvestments Capital
Florida
$12K +$1.53K +63 +13%
BCM
1120
Bourgeon Capital Management
Connecticut
$12K +$13.5K +555 New
WA
1121
Win Advisors
Florida
$11K -$71.9K -2,961 -86%
CPFP
1122
Clear Perspectives Financial Planning
Ohio
$11K +$1.24K +51 +11%
SL
1123
Savior LLC
Massachusetts
$11K +$12K +492 New
FDCDDQ
1124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K – – –
FMP
1125
Financial Management Professionals
Texas
$10K -$122K -5,007 -92%
43 44
45
46 47