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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
1501
Frederick Financial Consultants
Maryland
$264K -$115K -4,219 -30%
JBA
1502
Johnson Bixby & Associates
Washington
$263K -$25.9K -950 -9%
DIM
1503
Delta Investment Management
California
$263K -$737 -27 -0.3%
KA
1504
Klingman & Associates
New York
$262K -$66.5K -2,436 -20%
SMG
1505
Smart Money Group
Texas
$262K +$437 +16 +0.2%
SA
1506
Strategic Advisors
New York
$261K -$31.5K -1,154 -11%
HFS
1507
Heritage Financial Services
Massachusetts
$260K +$40.1K +1,469 +18%
ECM
1508
EagleClaw Capital Management
Massachusetts
$259K +$32.7K +1,200 +14%
OC
1509
Oakworth Capital
Alabama
$259K – – –
CWA
1510
Cascade Wealth Advisors
Washington
$259K -$58.4K -2,142 -18%
BRG
1511
Bay Rivers Group
Virginia
$258K +$258K +9,457 New
QWP
1512
Quotient Wealth Partners
Texas
$258K -$47.7K -1,747 -16%
PA
1513
Promethium Advisors
Maryland
$258K -$79.3K -2,908 -24%
NA
1514
Nautilus Advisors
California
$256K -$8.84K -324 -3%
TLP
1515
Trinity Legacy Partners
Texas
$256K +$261K +9,555 New
TCMP
1516
Thrive Capital Management (Pennsylvania)
Pennsylvania
$255K +$13.1K +479 +5%
JTWM
1517
Jackson Thornton Wealth Management
Alabama
$255K -$10K -367 -4%
PSP
1518
Pacific Sage Partners
Washington
$254K – – –
HAM
1519
Harmony Asset Management
Arizona
$252K – – –
CRWM
1520
Castle Rock Wealth Management
California
$252K +$2.13K +78 +0.9%
AW
1521
Alteri Wealth
California
$250K +$82 +3 +0%
TCOV
1522
Trust Company of Vermont
Vermont
$249K -$30.3K -1,110 -11%
LFA
1523
Laraway Financial Advisors
Minnesota
$249K +$7.42K +272 +3%
TWA
1524
TCI Wealth Advisors
Arizona
$249K +$9.82K +360 +4%
WA
1525
Wealth Architects
California
$248K +$55 +2 +0%
59 60
61
62 63