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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1676
Global Wealth Strategies & Associates
Colorado
$59.1K – – –
OAJ
1677
Ogorek Anthony Joseph
New York
$58K +$548 +21 +1%
TIM
1678
Thompson Investment Management
Wisconsin
$57.5K – – –
OFG
1679
Oxford Financial Group
Indiana
$56.6K – – –
PW
1680
Pandora Wealth
Illinois
$55.6K – – –
FCT
1681
First Community Trust
Iowa
$55.6K +$33.8K +1,293 +161%
GC
1682
Garde Capital
Washington
$55.6K +$54K +2,067 +6,890%
TAM
1683
Tucker Asset Management
Colorado
$54.4K -$13.1K -500 -20%
RF
1684
Roxbury Financial
New Jersey
$52.3K +$966 +37 +2%
VDBMI
1685
Van Den Berg Management I
Texas
$50.5K -$496 -19 -1%
DF
1686
Dunhill Financial
United Kingdom
$49.4K +$9.45K +362 +24%
CSPIA
1687
Cary Street Partners Investment Advisory
Virginia
$49.1K – – –
CB
1688
CNB Bank
Pennsylvania
$49K -$18.3K -702 -28%
CAIM
1689
Catherine Avery Investment Management
Florida
$47.9K -$42.9K -1,641 -48%
FCMT
1690
Founders Capital Management (Texas)
Texas
$47.7K – – –
DEM
1691
Disciplined Equity Management
Florida
$47.1K – – –
C
1692
Covestor
United Kingdom
$47K +$27.2K +1,040 +141%
ITIM
1693
Indiana Trust & Investment Management
Indiana
$46.3K – – –
CFS
1694
Compass Financial Services
Iowa
$45.6K +$444 +17 +1%
TIM
1695
Total Investment Management
Arizona
$42.6K +$42K +1,607 New
SSG
1696
Summit Securities Group
New York
$42.4K +$41.8K +1,600 New
KHC
1697
Koesten Hirschmann & Crabtree
Kansas
$39.8K – – –
OA
1698
Operose Advisors
Wisconsin
$39.6K – – –
FFA
1699
Frazier Financial Advisors
Ohio
$39.5K +$7.83K +300 +25%
VNIM
1700
Vaughan Nelson Investment Management
Texas
$39.4K +$38.8K +1,485 New
66 67
68
69 70