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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1176
Gemmer Asset Management
California
$352K +$13.7K +576 +4%
VCM
1177
Virtue Capital Management
Tennessee
$350K -$297K -12,471 Closed
AAM
1178
AMI Asset Management
California
$350K +$328K +13,782 New
WWG
1179
West Wealth Group
California
$348K -$93.3K -3,915 -22%
JHCP
1180
Jackson Hole Capital Partners
Oklahoma
$348K +$327K +13,710 New
FP
1181
Financial Perspectives
Minnesota
$345K +$58K +2,436 +22%
RWB
1182
RMR Wealth Builders
New Jersey
$345K -$39K -1,635 -11%
PS
1183
Planned Solutions
California
$344K +$25.3K +1,062 +8%
AIC
1184
Argus Investors Counsel
New York
$341K +$8.01K +336 +3%
PA
1185
Procyon Advisors
Connecticut
$338K +$28.7K +1,203 +10%
SNBOSD
1186
Security National Bank of So Dak
Iowa
$337K – – –
CAL
1187
Capital Advisors Ltd
Ohio
$337K -$1K -42 -0.3%
CTWM
1188
Cherry Tree Wealth Management
Minnesota
$337K – – –
CAWM
1189
Capital Advisors Wealth Management
Washington
$335K -$2.86K -120 -0.9%
CIA
1190
Concurrent Investment Advisors
Florida
$334K +$314K +13,173 New
AA
1191
AlphaMark Advisors
Kentucky
$333K +$17.5K +735 +6%
MWM
1192
Merriman Wealth Management
Washington
$330K -$8.22K -345 -3%
CCFCSB
1193
Cape Cod Five Cents Savings Bank
Massachusetts
$329K +$309K +12,975 New
WP
1194
WMS Partners
Maryland
$329K -$135K -5,685 -30%
ODG
1195
O'Dell Group
Ohio
$326K +$24.9K +1,044 +9%
PCS
1196
Personal CFO Solutions
New Jersey
$325K +$75.9K +3,183 +33%
AAG
1197
Armstrong Advisory Group
Massachusetts
$325K +$429 +18 +0.1%
HF
1198
HRT Financial
New York
$325K +$306K +12,843 New
ONSWM
1199
Old North State Wealth Management
North Carolina
$323K +$3.07K +129 +1%
RP
1200
Rice Partnership
Hawaii
$321K -$1.5K -63 -0.5%
46 47
48
49 50