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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1176
Evergreen Capital Management
Washington
$711K -$15.5K -569 -2%
CCP
1177
Carmel Capital Partners
California
$710K +$353K +13,000 +101%
PJSIMP
1178
P.J. Schmidt Investment Management (PJS)
Wisconsin
$709K -$23.1K -850 -3%
WCM
1179
Weik Capital Management
Pennsylvania
$708K -$46.2K -1,700 -6%
FPH
1180
Financial Planning Hawaii
Hawaii
$708K +$702K +25,805 New
VMMC
1181
V.M. Manning & Co
South Carolina
$702K -$2.23K -82 -0.3%
TC
1182
Trust Company
Kansas
$701K +$460K +16,913 +196%
VAG
1183
VisionPoint Advisory Group
Texas
$698K -$62.8K -2,310 -8%
CD
1184
Chapin Davis
Maryland
$698K +$598 +22 +0.1%
BF
1185
Bonfire Financial
Colorado
$696K – – –
SPL
1186
Smart Portfolios LLC
Washington
$695K – – –
KFI
1187
Key Financial Inc
Pennsylvania
$695K – – –
FWA
1188
FSM Wealth Advisors
Ohio
$695K -$13.8K -506 -2%
ACA
1189
American Capital Advisory
Idaho
$689K +$136 +5 +0%
MSA
1190
McAlister Sweet & Associates
Texas
$688K -$29.4K -1,083 -4%
M1FG
1191
Mach-1 Financial Group
Arkansas
$687K +$248K +9,120 +57%
LAIC
1192
Lederer & Associates Investment Counsel
California
$683K +$27.2K +999 +4%
EIA
1193
Eldridge Investment Advisors
New Hampshire
$683K +$27 +1 +0%
I
1194
INVST
Indiana
$680K -$8.46K -311 -1%
NFS
1195
NewCorp Financial Services
Georgia
$679K +$673K +24,769 New
RCWM
1196
Red Crane Wealth Management
California
$679K -$13.4K -494 -2%
WETS
1197
Wealth Enhancement Trust Services
South Dakota
$679K +$673K +24,737 New
CG
1198
Cynosure Group
Utah
$678K -$423K -15,540 -39%
CMAI
1199
Capital Management Associates Inc
Minnesota
$674K -$33.4K -1,229 -5%
LF
1200
LifePlan Financial
Minnesota
$673K -$10.3K -380 -2%
46 47
48
49 50