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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1101
Austin Private Wealth
Texas
$488K -$70K -2,688 -12%
PIA
1102
Pinion Investment Advisors
Kansas
$483K – – –
ECM
1103
Evergreen Capital Management
Washington
$482K +$1.8K +69 +0.4%
FCA
1104
FinTrust Capital Advisors
South Carolina
$480K +$9.06K +348 +2%
TCM
1105
Traynor Capital Management
Pennsylvania
$479K +$1.25K +48 +0.3%
CC
1106
Commons Capital
Massachusetts
$479K – – –
SIMC
1107
Squire Investment Management Company
Utah
$478K – – –
SHA
1108
Seneca House Advisors
Virginia
$478K -$47.2K -1,815 -9%
ACA
1109
American Capital Advisory
Idaho
$477K +$203K +7,806 +71%
ZIM
1110
Zacks Investment Management
Illinois
$467K +$129K +4,971 +38%
ALWM
1111
Andrews Lucia Wealth Management
California
$466K – – –
IPWA
1112
International Private Wealth Advisors
California
$465K -$66.8K -2,565 -13%
HTC
1113
Haverford Trust Company
Pennsylvania
$464K – – –
MWM
1114
Maripau Wealth Management
Indiana
$462K -$29.4K -1,131 -6%
GIM
1115
Guild Investment Management
California
$462K +$85.9K +3,300 +23%
IC
1116
IEQ Capital
California
$458K +$42.6K +1,635 +10%
CGF
1117
Constant Guidance Financial
Massachusetts
$456K – – –
MFG
1118
Magnus Financial Group
New York
$452K +$231K +8,874 +103%
PGF
1119
Plan Group Financial
Oklahoma
$451K -$925K -35,547 -67%
DWG
1120
Darden Wealth Group
Michigan
$450K +$38K +1,461 +9%
FA
1121
Fountainhead AM
New Jersey
$450K -$39.2K -1,506 -8%
CSI
1122
Cross Staff Investments
New York
$449K -$9.29K -357 -2%
SWM
1123
Stockman Wealth Management
Montana
$449K -$28.3K -1,086 -6%
FCH
1124
Freestone Capital Holdings
Washington
$449K -$559K -21,456 -55%
VV
1125
Verity & Verity
South Carolina
$449K -$303K -11,640 -40%
43 44
45
46 47