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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1101
Bordeaux Wealth Advisors
California
$277K +$284K +11,358 New
FM
1102
Foster & Motley
Ohio
$276K -$21.8K -870 -7%
ODIJL
1103
One Day In July LLC
Vermont
$275K +$54K +2,160 +24%
DAM
1104
Delta Asset Management
Tennessee
$275K +$150 +6 +0.1%
NFSG
1105
Newbridge Financial Services Group
Florida
$275K +$12.4K +498 +5%
CG
1106
Corundum Group
Colorado
$273K – – –
RRC
1107
Relaxing Retirement Coach
Massachusetts
$273K – – –
LRPA
1108
L. Roy Papp & Associates
Arizona
$273K – – –
RBCM
1109
Raub Brock Capital Management
California
$270K -$69.4K -2,775 -20%
EWA
1110
Exencial Wealth Advisors
Oklahoma
$267K -$14.9K -597 -5%
TH
1111
Team Hewins
California
$267K +$274K +10,962 New
VAS
1112
Valicenti Advisory Services
New York
$267K -$11.3K -453 -4%
HAC
1113
Harbor Advisory Corp
New Hampshire
$266K – – –
MSCM
1114
McElhenny Sheffield Capital Management
Texas
$266K -$12.8K -510 -4%
TC
1115
Tenret Company
Florida
$265K -$4.88K -195 -2%
RWA
1116
River Wealth Advisors
Pennsylvania
$263K – – –
HA
1117
HFG Advisors
Ohio
$263K – – –
LCM
1118
Leisure Capital Management
California
$261K -$28.1K -1,125 -10%
TWM
1119
Tanglewood Wealth Management
Texas
$260K +$267K +10,677 New
FCA
1120
FinTrust Capital Advisors
South Carolina
$258K – – –
MFC
1121
Morris Financial Concepts
South Carolina
$257K -$3.38K -135 -1%
MWA
1122
Meridian Wealth Advisors
Texas
$255K – – –
PA
1123
Perennial Advisors
New York
$255K – – –
GCWM
1124
Graham Capital Wealth Management
District of Columbia
$255K +$26.1K +1,044 New
ARG
1125
Advisory Resource Group
Oklahoma
$254K +$49.7K +1,986 +24%
43 44
45
46 47