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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BIS
1501
BG Investment Services
Guam
$281K +$41.5K +1,489 +17%
GWMR
1502
GC Wealth Management RIA
Massachusetts
$281K – – –
PCM
1503
Payne Capital Management
New York
$280K – – –
WA
1504
Waterford Advisors
New York
$279K – – –
SFP
1505
Strategic Financial Partners
Oregon
$279K +$2.48K +89 +0.9%
NA
1506
Nautilus Advisors
California
$278K -$335 -12 -0.1%
RBCM
1507
Raub Brock Capital Management
California
$277K +$2.45K +88 +0.9%
FFA
1508
Fi3 Financial Advisors
Indiana
$276K – – –
PWM
1509
PTM Wealth Management
United States
$275K +$316K +11,323 New
RWRC
1510
R.W. Roge & Company
New York
$275K – – –
FSWA
1511
Financial Synergies Wealth Advisors
Texas
$274K +$4.77K +171 +2%
WWM
1512
Wolff Wiese Magana
California
$274K +$1.59K +57 +0.6%
RCAG
1513
Rehmann Capital Advisory Group
Michigan
$273K +$10K +360 +4%
CFS
1514
Commonwealth Financial Services
West Virginia
$273K +$4.52K +162 +2%
CP
1515
Clarendon Private
Massachusetts
$270K +$1.87K +67 +0.7%
WA
1516
Wealth Architects
California
$270K +$269K +9,655 New
WIC
1517
Woodmont Investment Counsel
Tennessee
$270K -$77.9K -2,793 -22%
PCFFS
1518
Pacific Center for Financial Services
California
$270K +$2.37K +85 +0.9%
PWM
1519
Puff Wealth Management
New Jersey
$270K +$269K +9,641 New
GT
1520
Greenleaf Trust
Michigan
$270K -$84.4K -3,028 -24%
C1AG
1521
Client 1st Advisory Group
Florida
$269K +$268K +9,615 New
LMKC
1522
L.M. Kohn & Company
Ohio
$267K +$267K +9,566 New
AW
1523
Apricus Wealth
South Carolina
$267K +$2.29K +82 +0.9%
OC
1524
Oakworth Capital
Alabama
$265K – – –
OWA
1525
Outlook Wealth Advisors
Texas
$264K +$42.8K +1,536 +19%
59 60
61
62 63