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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1101
Strategic Advisors
New York
$578K -$159K -5,853 -22%
SCA
1102
Sage Capital Advisors
South Dakota
$574K +$4.33K +159 +0.8%
FCMA
1103
Foresight Capital Management Advisors
Michigan
$574K +$555K +20,385 New
SA
1104
SpiderRock Advisors
Delaware
$573K – – –
PAMG
1105
Patton Albertson Miller Group
Tennessee
$572K -$52.1K -1,911 -9%
ORC
1106
O'Rourke & Company
Massachusetts
$570K +$29.9K +1,098 +6%
MC
1107
Moors & Cabot
Massachusetts
$569K -$4.66K -171 -0.8%
TC
1108
Trilogy Capital
California
$568K +$82 +3 +0%
WP
1109
WMS Partners
Maryland
$567K +$216K +7,944 +65%
FP
1110
Financial Perspectives
Minnesota
$567K +$140K +5,124 +34%
KFA
1111
Kelleher Financial Advisors
New York
$565K – – –
FA
1112
FC Advisory
Pennsylvania
$565K +$8.74K +321 +2%
EIP
1113
Ellis Investment Partners
Pennsylvania
$561K +$26.6K +975 +5%
MWM
1114
Mission Wealth Management
California
$558K -$2.53K -93 -0.5%
BSTWA
1115
Blake Schutter Theil Wealth Advisors
Ohio
$558K +$539K +19,791 New
PWM
1116
Prosperity Wealth Management
California
$557K +$8.42K +309 +2%
PVI
1117
Pine Valley Investments
New Jersey
$555K -$21.1K -774 -4%
MCP
1118
Mirador Capital Partners
California
$553K -$15.4K -564 -3%
HA
1119
Herold Advisors
New York
$553K +$65.6K +2,409 +14%
TP
1120
Tranquility Partners
Tennessee
$553K +$736 +27 +0.1%
RRA
1121
Round Rock Advisors
Connecticut
$553K +$2.86K +105 +0.5%
MA
1122
Mezzasalma Advisors
New Jersey
$549K +$5.64K +207 +1%
PS
1123
Planned Solutions
California
$549K +$125K +4,581 +31%
CCP
1124
Clarkston Capital Partners
Michigan
$545K +$2.21K +81 +0.4%
DLCIG
1125
D.L. Carlson Investment Group
New Hampshire
$544K +$208K +7,626 +65%
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