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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1301
Glenview Trust
Kentucky
$314K +$303K +11,136 New
FM
1302
Foster & Motley
Ohio
$311K -$70.6K -2,592 -19%
LAM
1303
LifePro Asset Management
California
$310K +$300K +11,004 New
LSIA
1304
LaSalle St. Investment Advisors
Illinois
$310K +$38.8K +1,425 +15%
MSCM
1305
McElhenny Sheffield Capital Management
Texas
$305K -$10.2K -375 -3%
NWM
1306
Northcape Wealth Management
New York
$304K – – –
HA
1307
HFG Advisors
Ohio
$303K – – –
FA
1308
Flagstar Advisors
New York
$303K -$981 -36 -0.3%
TH
1309
Team Hewins
California
$303K – – –
CAL
1310
Capital Advisors Ltd
Ohio
$302K – – –
CGA
1311
Crescent Grove Advisors
Illinois
$302K +$1.55K +57 +0.5%
TWM
1312
Tanglewood Wealth Management
Texas
$301K – – –
CPA
1313
Cardiff Park Advisors
California
$297K +$190K +6,960 +194%
MFC
1314
Morris Financial Concepts
South Carolina
$297K – – –
FFG
1315
Frisch Financial Group
New York
$297K +$287K +10,551 New
BHWM
1316
Bar Harbor Wealth Management
New Hampshire
$296K -$40.9K -1,500 -13%
DAM
1317
Delta Asset Management
Tennessee
$296K -$82 -3 -0%
HAM
1318
Harmony Asset Management
Arizona
$295K +$9.64K +354 +3%
TC
1319
Tenret Company
Florida
$294K -$1.06K -39 -0.4%
JHCP
1320
Jackson Hole Capital Partners
Oklahoma
$292K – – –
ERIC
1321
Eagle Rock Investment Company
Georgia
$290K +$26.8K +984 +11%
OCM
1322
Objective Capital Management
Ohio
$290K +$280K +10,281 New
FAIM
1323
Financial Advocates Investment Management
Washington
$289K +$27.3K +1,002 +10%
HAC
1324
Harbor Advisory Corp
New Hampshire
$288K – – –
FWP
1325
Firethorn Wealth Partners
Georgia
$287K +$278K +10,191 New
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53
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