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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
1676
Financial Gravity Companies
Texas
$59.4K +$37.2K +1,309 +152%
TIM
1677
Thompson Investment Management
Wisconsin
$59.3K +$61.7K +2,169 New
OFG
1678
Oxford Financial Group
Indiana
$58.4K – – –
RF
1679
Roxbury Financial
New Jersey
$56.6K +$54.5K +1,917 New
HCP
1680
Hexagon Capital Partners
Arkansas
$56.3K +$1.65K +58 +3%
HDIM
1681
Hanson & Doremus Investment Management
Vermont
$53K -$31.1K -1,095 -36%
AFS
1682
Anderson Financial Strategies
Ohio
$51.2K +$53.3K +1,875 New
AA
1683
Addison Advisors
Vermont
$50.9K – – –
CSPIA
1684
Cary Street Partners Investment Advisory
Virginia
$50.7K -$6.85M -241,050 -99%
WT
1685
Washington Trust
Rhode Island
$50.1K +$31.2K +1,099 +150%
VDBMI
1686
Van Den Berg Management I
Texas
$49.9K – – –
FCMT
1687
Founders Capital Management (Texas)
Texas
$49.2K – – –
VWM
1688
Venturi Wealth Management
Texas
$48.9K +$171 +6 +0.3%
ITIM
1689
Indiana Trust & Investment Management
Indiana
$47.7K -$29.6K -1,040 -37%
PA
1690
PSI Advisors
Florida
$47.3K +$28.5K +1,003 +138%
CYG
1691
Clean Yield Group
Vermont
$46.4K – – –
CFS
1692
Compass Financial Services
Iowa
$46.2K +$48K +1,690 New
TWD
1693
True Wealth Design
Ohio
$43.3K +$114 +4 +0.3%
FFA
1694
Fairfield Financial Advisors
Massachusetts
$42.4K +$370 +13 +0.8%
CP
1695
Castleview Partners
Texas
$41.9K +$227 +8 +0.5%
KHC
1696
Koesten Hirschmann & Crabtree
Kansas
$41K – – –
OA
1697
Operose Advisors
Wisconsin
$40.8K – – –
FHA
1698
First Horizon Advisors
Tennessee
$40.2K +$14.5K +510 +53%
DCBT
1699
Dakota Community Bank & Trust
North Dakota
$39.6K +$41.2K +1,450 New
FFA
1700
Frazier Financial Advisors
Ohio
$39.2K +$36.7K +1,290 +860%
66 67
68
69 70