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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
1101
Baker Avenue Asset Management
California
$753K +$169K +6,057 +29%
PA
1102
Prossimo Advisors
California
$750K – – –
SAM
1103
Sawgrass Asset Management
Florida
$745K +$10K +360 +1%
WCWM
1104
Wooster Corthell Wealth Management
Connecticut
$744K +$184K +6,610 +33%
WCM
1105
Weik Capital Management
Pennsylvania
$744K +$119K +4,275 +19%
BCMLT
1106
Beacon Capital Management LLC (Tennessee)
Tennessee
$743K -$54.7K -1,964 -7%
RRWA
1107
Rainey & Randall Wealth Advisors
Florida
$740K +$3.85K +138 +0.5%
SWRP
1108
Summit Wealth & Retirement Planning
California
$736K +$4.1K +147 +0.6%
MSA
1109
McAlister Sweet & Associates
Texas
$733K +$731K +26,233 New
GWM
1110
Greenhouse Wealth Management
Connecticut
$733K +$2.68K +96 +0.4%
TCM
1111
Traynor Capital Management
Pennsylvania
$733K +$195K +7,009 +37%
EIP
1112
Ellis Investment Partners
Pennsylvania
$729K +$53.9K +1,933 +8%
BIG
1113
Builder Investment Group
Georgia
$728K +$613 +22 +0.1%
I
1114
INVST
Indiana
$727K -$48.9K -1,753 -6%
DWM
1115
Drive Wealth Management
Utah
$727K +$394K +14,133 +119%
NC
1116
Napatree Capital
Rhode Island
$724K +$2.9K +104 +0.4%
APW
1117
Austin Private Wealth
Texas
$724K +$95.8K +3,435 +15%
RIL
1118
Rothschild Investment LLC
Illinois
$724K +$195 +7 +0%
LBC
1119
Lowe Brockenbrough & Co
Virginia
$719K +$5.02K +180 +0.7%
WC
1120
Wolfstich Capital
Massachusetts
$718K – – –
FNBT
1121
FineMark National Bank & Trust
Florida
$717K -$9.76K -350 -1%
SPL
1122
Smart Portfolios LLC
Washington
$717K -$836 -30 -0.1%
M1FG
1123
Mach-1 Financial Group
Arkansas
$709K +$707K +25,375 New
PPWM
1124
Perissos Private Wealth Management
Oklahoma
$708K +$14.1K +507 +2%
NSAM
1125
North Star Asset Management
Wisconsin
$705K -$2.45K -88 -0.3%
43 44
45
46 47