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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1101
P.J. Schmidt Investment Management (PJS)
Wisconsin
$729K -$42.8K -1,570 -6%
FRA
1102
Front Row Advisors
California
$727K -$9.85K -361 -1%
DAS
1103
Diversify Advisory Services
Utah
$724K -$171K -6,255 -19%
FFM
1104
Forum Financial Management
Illinois
$724K +$44.4K +1,628 +7%
ECM
1105
Evergreen Capital Management
Washington
$723K +$179K +6,544 +33%
FCH
1106
Freestone Capital Holdings
Washington
$718K +$33.7K +1,237 +5%
VMMC
1107
V.M. Manning & Co
South Carolina
$716K – – –
MSA
1108
McAlister Sweet & Associates
Texas
$714K +$38.6K +1,414 +6%
AG
1109
AmeriFlex Group
Nevada
$714K -$1.38M -50,714 -66%
BIG
1110
Builder Investment Group
Georgia
$713K +$1.17K +43 +0.2%
TWP
1111
Triad Wealth Partners
Kansas
$712K +$712K +26,096 New
FPWM
1112
FSB Premier Wealth Management
Iowa
$706K +$124K +4,545 +21%
FWA
1113
FSM Wealth Advisors
Ohio
$705K -$9.66K -354 -1%
CMAI
1114
Capital Management Associates Inc
Minnesota
$705K +$3.14K +115 +0.4%
APW
1115
Austin Private Wealth
Texas
$701K +$44.9K +1,645 +7%
TBC
1116
Ted Buchan & Co
California
$700K -$7.37M -270,305 -91%
KFI
1117
Key Financial Inc
Pennsylvania
$698K – – –
PPWM
1118
Perissos Private Wealth Management
Oklahoma
$697K -$11.5K -421 -2%
MWP
1119
Meriwether Wealth & Planning
Louisiana
$695K -$270K -9,912 -28%
CD
1120
Chapin Davis
Maryland
$694K -$45K -1,648 -6%
BF
1121
Bonfire Financial
Colorado
$692K -$69.7K -2,553 -9%
SPL
1122
Smart Portfolios LLC
Washington
$692K -$13.1K -480 -2%
GWM
1123
Greenhouse Wealth Management
Connecticut
$690K -$12.9K -472 -2%
RCWM
1124
Red Crane Wealth Management
California
$689K -$16.5K -604 -2%
FIG
1125
FSA Investment Group
Florida
$689K +$6.47K +237 +1%
43 44
45
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