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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1626
Hendershot Investments
Virginia
$189K – – –
JWA
1627
JFS Wealth Advisors
Pennsylvania
$187K +$57K +2,046 +44%
TIM
1628
Tortoise Investment Management
New York
$186K -$6.02K -216 -3%
WFA
1629
West Financial Advisors
Iowa
$186K – – –
ABWM
1630
Alpine Bank Wealth Management
Colorado
$186K +$185K +6,636 New
TWC
1631
TD Waterhouse Canada
Ontario, Canada
$184K -$20.2K -724 -10%
BWM
1632
Bullock Wealth Management
Indiana
$174K +$1.14K +41 +0.7%
RBC
1633
Roble Belko & Company
Pennsylvania
$170K +$1.17K +42 +0.7%
GP
1634
Greenline Partners
New York
$167K +$86.7K +3,109 New
DF
1635
DecisionPoint Financial
Arizona
$164K +$163K +5,858 New
HFS
1636
Hughes Financial Services
Virginia
$161K -$70K -2,510 -30%
HFS
1637
Hantz Financial Services
Michigan
$148K +$55.8K +2,000 +61%
TSMHT
1638
Thurston Springer Miller Herd & Titak
Indiana
$148K -$12.9K -463 -8%
CIR
1639
Clear Investment Research
Georgia
$142K -$3.01K -108 -2%
CWM
1640
Crowley Wealth Management
Delaware
$137K – – –
SFGP
1641
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$134K +$1.76K +63 +1%
PWAM
1642
Private Wealth Asset Management
Iowa
$130K +$130K +4,650 New
WSFS
1643
Wilmington Savings Fund Society
Delaware
$129K -$415K -14,877 -76%
LFA
1644
LGT Financial Advisors
Texas
$121K -$44.1K -1,581 -27%
WPA
1645
West Paces Advisors
Georgia
$120K +$223 +8 +0.2%
GWM
1646
GSB Wealth Management
Connecticut
$120K +$119K +4,285 New
IHWM
1647
Iron Horse Wealth Management
Iowa
$116K +$97.7K +3,506 +539%
CVM
1648
Cheviot Value Management
California
$114K +$123K +4,412 New
RF
1649
Rossby Financial
Florida
$113K +$123K +4,395 New
CWM
1650
Copia Wealth Management
Oregon
$113K +$112K +4,030 New
64 65
66
67 68