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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1251
Headlands Technologies
Illinois
$315K +$208K +8,070 +222%
BHWM
1252
Beaird Harris Wealth Management
Texas
$315K +$78 +3 +0%
BAM
1253
Bosun Asset Management
Illinois
$314K +$54.3K +2,100 +22%
TH
1254
Team Hewins
California
$313K +$17.9K +693 +6%
GHA
1255
GW Henssler & Associates
Georgia
$310K -$26.4K -1,020 -8%
TI
1256
Tidal Investments
Wisconsin
$310K +$298K +11,529 New
PA
1257
Procyon Advisors
Connecticut
$309K -$46.9K -1,815 -14%
TDC
1258
Thompson Davis & Co
Virginia
$309K +$1.47K +57 +0.5%
NC
1259
NovaPoint Capital
Georgia
$307K -$8.21K -318 -3%
MSCM
1260
McElhenny Sheffield Capital Management
Texas
$307K – – –
GS
1261
GTS Securities
Florida
$306K +$37.3K +1,443 +14%
GL
1262
Gerber LLC
Ohio
$306K – – –
SWA
1263
Sightline Wealth Advisors
Connecticut
$304K +$292K +11,295 New
AFA
1264
AA Financial Advisors
Ohio
$302K +$71.8K +2,778 +33%
AFAS
1265
Acorn Financial Advisory Services
Virginia
$302K -$125K -4,827 -30%
GC
1266
GFG Capital
Florida
$301K – – –
LRPA
1267
L. Roy Papp & Associates
Arizona
$300K – – –
DLCIG
1268
D.L. Carlson Investment Group
New Hampshire
$299K -$620 -24 -0.2%
WP
1269
Westmount Partners
California
$299K -$37.4K -1,446 -12%
WE
1270
Wealth Effects
Massachusetts
$297K +$7.36K +285 +3%
EP
1271
Edgestream Partners
New Jersey
$296K -$450K -17,430 -61%
LCM
1272
Leisure Capital Management
California
$295K -$4.26K -165 -1%
CWM
1273
Calamos Wealth Management
Illinois
$293K +$543 +21 +0.2%
MBI
1274
May Barnhard Investments
Maryland
$291K +$2.09K +81 +0.8%
NWMG
1275
National Wealth Management Group
Ohio
$291K +$15.6K +603 +6%
49 50
51
52 53