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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
1276
L. Roy Papp & Associates
Arizona
$271K -$19.1K -735 -7%
PMFA
1277
Plante Moran Financial Advisors
Michigan
$271K +$118K +4,533 +77%
GP
1278
Girard Partners
Pennsylvania
$270K +$15.1K +582 +6%
JHCP
1279
Jackson Hole Capital Partners
Oklahoma
$269K – – –
HKIMG
1280
Hutchens & Kramer Investment Management Group
Indiana
$268K – – –
W
1281
WealthCollab
Washington
$268K – – –
LWM
1282
Lodestone Wealth Management
Washington
$268K -$151K -5,796 -36%
FFA
1283
First Foundation Advisors
California
$266K – – –
RCA
1284
Resonant Capital Advisors
Wisconsin
$266K +$5.08K +195 +2%
MCWS
1285
McKinley Carter Wealth Services
West Virginia
$266K -$388K -14,907 -59%
HAC
1286
Harbor Advisory Corp
New Hampshire
$265K – – –
DS
1287
DRW Securities
Illinois
$263K +$264K +10,143 New
HAM
1288
Harmony Asset Management
Arizona
$262K -$15.6K -600 -6%
AIM
1289
Acropolis Investment Management
Missouri
$262K – – –
SPW
1290
Sonoma Private Wealth
California
$261K -$295K -11,340 -53%
WFA
1291
West Financial Advisors
Iowa
$261K +$2.42K +93 +0.9%
GT
1292
Greenleaf Trust
Michigan
$261K -$285K -10,944 -52%
GWMR
1293
GC Wealth Management RIA
Massachusetts
$260K – – –
SFS
1294
Solitude Financial Services
Virginia
$259K -$426K -16,380 -62%
SNBOSCI
1295
Security National Bank of Sioux City Iowa
Iowa
$259K – – –
MCWA
1296
Meadow Creek Wealth Advisors
Georgia
$259K +$260K +10,005 New
WA
1297
Waterford Advisors
New York
$259K – – –
CAM
1298
Clark Asset Management
New Hampshire
$259K – – –
SAG
1299
SageView Advisory Group
California
$257K -$2.34M -90,033 -90%
FAIM
1300
Financial Advocates Investment Management
Washington
$253K -$121K -4,653 -32%
50 51
52
53 54