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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1476
Strategic Financial Partners
Oregon
$278K +$2.62K +96 +1%
FA
1477
Financial Advisors
Massachusetts
$278K +$10K +368 +4%
CAG
1478
Centerpoint Advisory Group
Kansas
$277K -$80.9K -2,967 -23%
PIP
1479
Peachtree Investment Partners
Florida
$277K +$2.48K +91 +0.9%
RWA
1480
River Wealth Advisors
Pennsylvania
$276K – – –
RBCM
1481
Raub Brock Capital Management
California
$276K +$2.65K +97 +1%
SIC
1482
Samalin Investment Counsel
New York
$276K -$2.51K -92 -0.9%
SL
1483
Summitry LLC
California
$276K +$276K +10,099 New
BP
1484
Ballentine Partners
Massachusetts
$275K +$275K +10,083 New
FSWA
1485
Financial Synergies Wealth Advisors
Texas
$275K +$2.29K +84 +0.8%
WWM
1486
Wolff Wiese Magana
California
$274K +$5.07K +186 +2%
CG
1487
Clifford Group
Massachusetts
$273K +$31.1K +1,139 +13%
GWS
1488
Glassman Wealth Services
Virginia
$273K +$66.8K +2,449 +32%
VC
1489
Vicus Capital
Pennsylvania
$273K +$273K +9,990 New
WA
1490
Waterford Advisors
New York
$273K -$70.7K -2,593 -21%
WDC
1491
Woodward Diversified Capital
California
$272K -$25.5K -936 -9%
HT
1492
Heritage Trust
Oklahoma
$271K – – –
FC
1493
Fjell Capital
North Dakota
$270K -$1.46M -53,588 -84%
AAS
1494
Annex Advisory Services
Wisconsin
$269K +$24K +879 +10%
MIM
1495
Marco Investment Management
Georgia
$269K +$13.2K +482 +5%
FWM
1496
Finer Wealth Management
Massachusetts
$269K -$27.1K -993 -9%
PCFFS
1497
Pacific Center for Financial Services
California
$268K +$2.56K +94 +1%
RWRC
1498
R.W. Roge & Company
New York
$268K – – –
CP
1499
Clarendon Private
Massachusetts
$268K +$1.96K +72 +0.7%
MAG
1500
Members Advisory Group
New York
$264K -$69.2K -2,536 -21%
58 59
60
61 62