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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
1476
Johnson Bixby & Associates
Washington
$296K -$59.5K -2,135 -17%
BP
1477
Ballentine Partners
Massachusetts
$295K – – –
CSC
1478
Caldwell Sutter Capital
California
$295K +$33.1K +1,186 +13%
MFC
1479
Morris Financial Concepts
South Carolina
$295K – – –
MSCM
1480
McElhenny Sheffield Capital Management
Texas
$294K -$8.36K -300 -3%
AWM
1481
Angeles Wealth Management
California
$294K – – –
DAM
1482
Delta Asset Management
Tennessee
$294K – – –
RWA
1483
River Wealth Advisors
Pennsylvania
$293K -$21.2K -761 -7%
AIM
1484
Acropolis Investment Management
Missouri
$292K – – –
TC
1485
Tenret Company
Florida
$291K – – –
FFG
1486
Frisch Financial Group
New York
$291K +$7.44K +267 +3%
CC
1487
Callan Capital
California
$290K +$13.6K +488 +5%
JHCP
1488
Jackson Hole Capital Partners
Oklahoma
$290K – – –
ERIC
1489
Eagle Rock Investment Company
Georgia
$288K -$1.45K -52 -0.5%
HAC
1490
Harbor Advisory Corp
New Hampshire
$286K – – –
CBT
1491
Crews Bank & Trust
Florida
$286K – – –
FWP
1492
Firethorn Wealth Partners
Georgia
$285K +$84 +3 +0%
SAM
1493
Strategy Asset Managers
California
$283K +$502 +18 +0.2%
SIC
1494
Samalin Investment Counsel
New York
$282K +$2.42K +87 +0.9%
FM
1495
Foster & Motley
Ohio
$282K -$18.7K -672 -6%
CB
1496
Centennial Bank
Arkansas
$281K – – –
BIS
1497
BG Investment Services
Guam
$281K +$41.5K +1,489 +17%
GWMR
1498
GC Wealth Management RIA
Massachusetts
$281K – – –
PCM
1499
Payne Capital Management
New York
$280K – – –
WA
1500
Waterford Advisors
New York
$279K – – –
58 59
60
61 62