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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1401
Avalon Trust
New Mexico
$86.8K – – –
AFS
1402
Annapolis Financial Services
Maryland
$85.9K -$6.93K -291 -8%
SA
1403
Scarborough Advisors
Maryland
$81.2K +$76.2K +3,198 New
SN
1404
Sittner & Nelson
Oregon
$79.8K +$3.43K +144 +5%
TSWM
1405
Tyler-Stone Wealth Management
Ohio
$79.1K +$715 +30 +1%
FWM
1406
Focused Wealth Management
New York
$78.4K -$143 -6 -0.2%
AFG
1407
Albion Financial Group
Utah
$76.1K – – –
HFS
1408
Hantz Financial Services
Michigan
$76K – – –
FSWA
1409
Financial Synergies Wealth Advisors
Texas
$72.9K -$108K -4,518 -61%
ITIM
1410
Indiana Trust & Investment Management
Indiana
$70.7K – – –
MRCM
1411
M&R Capital Management
New Jersey
$70.2K -$146K -6,138 -69%
TF
1412
Tompkins Financial
New York
$69.6K +$8.15K +342 +14%
LWANC
1413
Laurel Wealth Advisors (North Carolina)
North Carolina
$68.5K – – –
TAM
1414
Tucker Asset Management
Colorado
$67.9K – – –
HR
1415
Howe & Rusling
New York
$67.6K +$27.1K +1,137 +75%
PWMG
1416
Provence Wealth Management Group
California
$66.6K -$10.3K -432 -14%
FDCDDQ
1417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.6K +$27.2K +1,140 +77%
GEA
1418
Glen Eagle Advisors
New Jersey
$63.2K – – –
MDCM
1419
Morgan Dempsey Capital Management
Wisconsin
$61K +$57.3K +2,403 New
CT
1420
Colonial Trust
South Carolina
$60.4K +$50K +2,100 +753%
RAM
1421
Riggs Asset Management
Pennsylvania
$59.7K +$572 +24 +1%
FHA
1422
First Horizon Advisors
Tennessee
$59.4K +$41.5K +1,740 +290%
GTAM
1423
Global Trust Asset Management
Florida
$58K – – –
TCA
1424
Trifecta Capital Advisors
Illinois
$57.1K -$10.7K -450 -17%
JWA
1425
JFS Wealth Advisors
Pennsylvania
$56.3K -$8.87K -372 -14%
55 56
57
58 59