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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1201
Oldfather Financial Services
Nebraska
$353K +$6.56K +252 +2%
AA
1202
AlphaMark Advisors
Kentucky
$350K -$16.9K -651 -5%
MW
1203
MBL Wealth
North Carolina
$349K +$350K +13,464 New
TCM
1204
TD Capital Management
Tennessee
$348K +$4.06K +156 +1%
WE
1205
Wealth Effects
Massachusetts
$348K +$61.7K +2,370 +21%
ODG
1206
O'Dell Group
Ohio
$347K – – –
SAM
1207
Seelaus Asset Management
New Jersey
$347K +$40.7K +1,563 +13%
AFA
1208
AA Financial Advisors
Ohio
$346K +$55.3K +2,124 +19%
CAG
1209
Compass Advisory Group
New York
$345K -$3.05K -117 -0.9%
SNBOSD
1210
Security National Bank of So Dak
Iowa
$344K – – –
AIC
1211
Argus Investors Counsel
New York
$343K -$6.25K -240 -2%
LAS
1212
Legacy Advisory Services
Pennsylvania
$341K -$22.5K -864 -6%
AFA
1213
Atlas Financial Advisors
California
$340K +$7.5K +288 +2%
SB
1214
Sunflower Bank
Texas
$339K +$125K +4,800 +58%
LFA
1215
LGT Financial Advisors
Texas
$338K -$26.6K -1,023 -7%
CCFCSB
1216
Cape Cod Five Cents Savings Bank
Massachusetts
$336K – – –
ONSWM
1217
Old North State Wealth Management
North Carolina
$336K – – –
SWM
1218
Shakespeare Wealth Management
Wisconsin
$335K +$336K +12,927 New
AAG
1219
Armstrong Advisory Group
Massachusetts
$332K +$312 +12 +0.1%
CPA
1220
Capital Performance Advisors
California
$331K +$332K +12,756 New
TFM
1221
Trademark Financial Management
Minnesota
$331K -$1.25M -48,003 -79%
ME
1222
McIlrath & Eck
Washington
$330K – – –
HWP
1223
Heritage Wealth Partners
Ohio
$329K +$331K +12,702 New
OWP
1224
Obermeyer Wealth Partners
Colorado
$328K – – –
FWCM
1225
Ferguson Wellman Capital Management
Oregon
$326K -$614K -23,595 -65%
47 48
49
50 51