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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1176
River Wealth Advisors
Pennsylvania
$243K -$53.9K -2,196 -18%
DC
1177
Darrow Company
Massachusetts
$242K – – –
HAC
1178
Harbor Advisory Corp
New Hampshire
$241K – – –
EWM
1179
Executive Wealth Management
Michigan
$241K -$186K -7,572 -43%
MWM
1180
Mission Wealth Management
California
$240K -$243K -9,888 -49%
KFA
1181
Kelleher Financial Advisors
New York
$239K – – –
DIP
1182
DT Investment Partners
Pennsylvania
$237K +$74 +3 +0%
WA
1183
Waterford Advisors
New York
$236K – – –
SM
1184
Sensible Money
Arizona
$234K – – –
SNBOSCI
1185
Security National Bank of Sioux City Iowa
Iowa
$233K +$368 +15 +0.2%
SIC
1186
Samalin Investment Counsel
New York
$232K +$38.3K +1,560 +19%
GAG
1187
GM Advisory Group
New York
$231K +$241K +9,801 New
TCM
1188
TD Capital Management
Tennessee
$229K +$69.3K +2,826 +41%
MWP
1189
Madison Wealth Partners
Wisconsin
$228K -$131K -5,322 -35%
PCS
1190
Personal CFO Solutions
New Jersey
$227K +$237K +9,639 New
CC
1191
Cadinha & Co
Hawaii
$226K – – –
CAM
1192
Carret Asset Management
New York
$226K +$235K +9,585 New
RCA
1193
Resonant Capital Advisors
Wisconsin
$225K +$22.1K +900 +10%
QCM
1194
Quantinno Capital Management
New York
$225K – – –
EW
1195
Element Wealth
Mississippi
$224K +$60.4K +2,460 +35%
KA
1196
Klingman & Associates
New York
$223K – – –
PWM
1197
Pacific Wealth Management
California
$223K +$13.5K +549 +6%
SFP
1198
Strategic Financial Partners
Oregon
$223K +$2.06K +84 +0.9%
CD
1199
Chapin Davis
Maryland
$223K +$232K +9,438 New
WWM
1200
Wolff Wiese Magana
California
$221K +$52.8K +2,151 +30%
46 47
48
49 50