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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
1626
DecisionPoint Financial
Arizona
$158K – – –
FDCDDQ
1627
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K +$127K +4,880 +461%
Franklin Resources
1628
Franklin Resources
California
$156K +$154K +5,882 New
HFS
1629
Hantz Financial Services
Michigan
$155K +$14.3K +549 +10%
HWM
1630
HighMark Wealth Management
Minnesota
$155K +$55.2K +2,115 +57%
TWC
1631
TD Waterhouse Canada
Ontario, Canada
$151K -$26.9K -1,029 -16%
WFA
1632
West Financial Advisors
Iowa
$150K -$25.9K -993 -15%
BWM
1633
Bullock Wealth Management
Indiana
$136K -$31.4K -1,202 -19%
CIR
1634
Clear Investment Research
Georgia
$135K – – –
IHWM
1635
Iron Horse Wealth Management
Iowa
$124K +$13.2K +507 +12%
PWAM
1636
Private Wealth Asset Management
Iowa
$123K – – –
WSFS
1637
Wilmington Savings Fund Society
Delaware
$122K -$575 -22 -0.5%
JWA
1638
JFS Wealth Advisors
Pennsylvania
$119K -$57.4K -2,197 -33%
CVM
1639
Cheviot Value Management
California
$119K +$287 +11 +0.2%
MAWAG
1640
Mid-American Wealth Advisory Group
Missouri
$119K +$117K +4,480 New
RF
1641
Rossby Financial
Florida
$117K +$705 +27 +0.6%
MLA
1642
MB, Levis & Associates
Pennsylvania
$115K +$109K +4,187 +2,810%
FPF
1643
First Pacific Financial
Washington
$112K +$94.6K +3,624 +613%
CWM
1644
Copia Wealth Management
Oregon
$107K – – –
AW
1645
Affinity Wealth
Ohio
$103K +$101K +3,883 New
MFC
1646
Mechanics Financial Corp
Ohio
$102K – – –
CW
1647
Cooksen Wealth
Texas
$102K +$65.5K +2,508 +187%
PWMG
1648
Prestige Wealth Management Group
New Jersey
$102K +$2.61K +100 +3%
HFS
1649
Hughes Financial Services
Virginia
$101K -$52.8K -2,021 -35%
EWM
1650
Evermay Wealth Management
Virginia
$98.7K -$4.62K -177 -5%
64 65
66
67 68