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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1401
Ketron Financial
California
$563K -$40.9K -1,290 -7%
DIM
1402
Delta Investment Management
California
$563K +$64.5K +2,034 +13%
SIC
1403
Sigma Investment Counselors
Michigan
$560K -$920 -29 -0.2%
SLA
1404
Silver Lake Advisory
Utah
$560K -$920 -29 -0.2%
HP
1405
Holistic Planning
Texas
$560K +$222 +7 +0%
WBCM
1406
Wilson & Boucher Capital Management
California
$560K +$560K +17,645 New
CCP
1407
Clarkston Capital Partners
Michigan
$558K +$95 +3 +0%
KDA
1408
Kraft Davis & Associates
Missouri
$557K -$18.7K -588 -3%
BCM
1409
Basso Capital Management
Connecticut
$556K – – –
HA
1410
Herold Advisors
New York
$556K +$206K +6,484 +60%
AP
1411
Appleton Partners
Massachusetts
$552K -$167K -5,258 -23%
EMAM
1412
Encompass More Asset Management
California
$551K +$551K +17,377 New
CA
1413
Centerpoint Advisors
Massachusetts
$550K +$159 +5 +0%
RMC
1414
Ring Mountain Capital
California
$549K -$6.73K -212 -1%
SWA
1415
Strata Wealth Advisors
Texas
$549K – – –
AIC
1416
Archer Investment Corporation
Indiana
$549K +$280K +8,820 +104%
SWP
1417
Stone Wealth Partners
Louisiana
$547K -$8.25K -260 -1%
VCM
1418
Versant Capital Management
Arizona
$545K +$492K +15,515 +920%
SHA
1419
Seneca House Advisors
Virginia
$545K -$49.4K -1,558 -8%
1SB
1420
1ST Source Bank
Indiana
$545K +$1.87K +59 +0.3%
PGWA
1421
Plus Group Wealth Advisors
Wisconsin
$545K +$4.85K +153 +0.9%
DSC
1422
Daytona Street Capital
Missouri
$544K – – –
WA
1423
Wealthstar Advisors
Texas
$543K – – –
AAG
1424
Armstrong Advisory Group
Massachusetts
$543K +$23K +726 +4%
CAM
1425
Clark Asset Management
New Hampshire
$542K +$277K +8,727 +104%
55 56
57
58 59