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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
1201
Old North State Wealth Management
North Carolina
$323K +$3.07K +129 +1%
RP
1202
Rice Partnership
Hawaii
$321K -$1.5K -63 -0.5%
DW
1203
Durante & Waters
New York
$320K +$300K +12,600 New
FAIM
1204
Financial Advocates Investment Management
Washington
$319K -$711K -29,835 -70%
GHA
1205
GW Henssler & Associates
Georgia
$319K +$9.22K +387 +3%
WP
1206
Westmount Partners
California
$319K -$191K -7,998 -39%
ORC
1207
O'Rourke & Company
Massachusetts
$316K +$79.2K +3,324 +36%
VWM
1208
Vigilare Wealth Management
Arizona
$315K -$13.5K -567 -4%
LAM
1209
LifePro Asset Management
California
$315K -$26.8K -1,125 -8%
VAS
1210
Valicenti Advisory Services
New York
$314K +$5.36K +225 +2%
RAG
1211
RIA Advisory Group
Iowa
$311K -$926K -38,847 -70%
SP
1212
Successful Portfolios
Florida
$310K +$291K +12,216 New
AA
1213
ACT Advisors
North Carolina
$310K -$306K -12,831 -51%
CFS
1214
Cannon Financial Strategists
Georgia
$310K – – –
MLA
1215
My Legacy Advisors
Oregon
$310K +$291K +12,210 New
CAM
1216
Costello Asset Management
Pennsylvania
$308K -$5.65K -237 -2%
ICG
1217
InterOcean Capital Group
Tennessee
$308K +$68.8K +2,889 +31%
TCM
1218
TD Capital Management
Tennessee
$307K +$57K +2,394 +25%
CW
1219
Connectus Wealth
Ohio
$307K -$2.07K -87 -0.7%
SSW
1220
Stone Summit Wealth
Florida
$306K – – –
JBA
1221
Johnson Bixby & Associates
Washington
$305K -$4K -168 -1%
WC
1222
Wynn Capital
Georgia
$305K +$286K +12,000 New
TCM
1223
Traynor Capital Management
Pennsylvania
$304K +$286K +11,994 New
WTC
1224
WhitTier Trust Company
Nevada
$304K – – –
QCM
1225
Quantinno Capital Management
New York
$300K +$55K +2,307 +24%
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49
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