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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
1401
Brown, Lisle/Cummings
Rhode Island
$169K +$168K +6,450 +10,750%
HI
1402
Hendershot Investments
Virginia
$167K – – –
JWM
1403
Jupiter Wealth Management
Colorado
$165K +$156K +6,000 New
RWMG
1404
Redwood Wealth Management Group
New Jersey
$165K +$166K +6,360 New
RI
1405
Ridgewood Investments
New Jersey
$162K +$162K +6,240 New
GI
1406
GAMMA Investing
California
$161K +$51.8K +1,989 +47%
CMP
1407
Coston McIsaac & Partners
Maine
$161K +$390 +15 +0.2%
GWS
1408
Glassman Wealth Services
Virginia
$160K -$26.2K -1,005 -14%
AAG
1409
Accordant Advisory Group
Maryland
$156K -$70.3K -2,700 -31%
RBC
1410
Roble Belko & Company
Pennsylvania
$152K +$6.79K +261 +5%
LOIP
1411
Live Oak Investment Partners
Texas
$148K – – –
TCG
1412
Transcendent Capital Group
Oklahoma
$147K – – –
BAM
1413
Byrne Asset Management
New Jersey
$141K +$143K +5,481 New
EWM
1414
Evermay Wealth Management
Virginia
$136K -$11.8K -453 -8%
CIR
1415
Clear Investment Research
Georgia
$134K +$4.14K +159 +3%
FPFS
1416
First Personal Financial Services
North Carolina
$130K – – –
AWM
1417
Activest Wealth Management
Florida
$127K – – –
BBHC
1418
Brown Brothers Harriman & Co
New York
$126K -$68.4K -2,628 -35%
CPG
1419
Custom Portfolio Group
Colorado
$123K – – –
JPWM
1420
Jamison Private Wealth Management
Georgia
$119K -$3.05K -117 -2%
PCM
1421
Palouse Capital Management
Washington
$119K +$3.2K +123 +3%
SIS
1422
Sound Income Strategies
Florida
$119K -$48.4K -1,860 -29%
NFSG
1423
Newbridge Financial Services Group
Florida
$117K -$859 -33 -0.7%
DEM
1424
Disciplined Equity Management
Florida
$117K +$117K +4,497 New
WPA
1425
West Paces Advisors
Georgia
$115K -$39K -1,500 -25%
55 56
57
58 59