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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1626
BDFS Capital
Delaware
$254K +$252K +9,259 New
SG
1627
Sankala Group
Colorado
$254K +$217K +7,987 New
HAM
1628
Harmony Asset Management
Arizona
$253K – – –
CI
1629
CX Institutional
Indiana
$253K +$30.9K +1,135 +14%
JTWM
1630
Jackson Thornton Wealth Management
Alabama
$253K -$9.92K -365 -4%
FGA
1631
Fortis Group Advisors
New Jersey
$253K +$230K +8,473 New
MB
1632
MidFirst Bank
Oklahoma
$251K +$248K +9,139 New
TWC
1633
TD Waterhouse Canada
Ontario, Canada
$250K -$44.8K -1,649 -15%
FA
1634
Faithward Advisors
Pennsylvania
$248K -$222K -8,165 -47%
TCMP
1635
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K -$8.46K -311 -3%
KA
1636
Klingman & Associates
New York
$247K -$16.6K -612 -6%
ACM
1637
Avos Capital Management
Washington
$247K – – –
PW
1638
PUREfi Wealth
Massachusetts
$247K – – –
WDL
1639
Well Done LLC
Michigan
$247K – – –
TWA
1640
TCI Wealth Advisors
Arizona
$247K -$3.45K -127 -1%
TPA
1641
Trivium Point Advisory
Connecticut
$246K +$870 +32 +0.4%
FFA
1642
Fi3 Financial Advisors
Indiana
$246K – – –
BP
1643
Ballentine Partners
Massachusetts
$246K -$30.5K -1,121 -11%
MW
1644
MBL Wealth
North Carolina
$244K +$870 +32 +0.4%
PWM
1645
Provident Wealth Management
Tennessee
$244K – – –
HIC
1646
Hamrick Investment Counsel
Washington
$244K +$242K +8,893 New
SWA
1647
Serenus Wealth Advisors
California
$244K -$106K -3,900 -31%
TFA
1648
Toth Financial Advisory
Virginia
$244K +$32.1K +1,179 +15%
CG
1649
Clifford Group
Massachusetts
$242K -$31.5K -1,159 -12%
RGC
1650
Roberts, Glore & Co
Illinois
$242K – – –
64 65
66
67 68