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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
1701
Disciplined Equity Management
Florida
$48.5K – – –
CFS
1702
Compass Financial Services
Iowa
$47K – – –
FFA
1703
Frazier Financial Advisors
Ohio
$45.8K +$5.05K +185 +12%
KSB
1704
Kennebec Savings Bank
Maine
$45.5K +$5.02K +184 +12%
MBFW
1705
Morton Brown Family Wealth
Pennsylvania
$44.6K +$13K +477 +41%
GWSA
1706
Global Wealth Strategies & Associates
Colorado
$43.6K -$17.2K -631 -28%
KHC
1707
Koesten Hirschmann & Crabtree
Kansas
$41K – – –
TWD
1708
True Wealth Design
Ohio
$41K +$12.3K +450 +43%
IBOK
1709
Independence Bank of Kentucky
Kentucky
$41K +$40.9K +1,500 New
OA
1710
Operose Advisors
Wisconsin
$40.8K – – –
VWWMG
1711
Vermillion & White Wealth Management Group
Pennsylvania
$40.3K -$42K -1,540 -51%
HDIM
1712
Hanson & Doremus Investment Management
Vermont
$40K – – –
SRCM
1713
Signature Resources Capital Management
California
$38.8K +$4.86K +178 +14%
MIM
1714
MTM Investment Management
South Carolina
$38.8K – – –
OIA
1715
Optimum Investment Advisors
Illinois
$38K +$136 +5 +0.4%
TPBG
1716
Turning Point Benefit Group
Maryland
$36K +$35.6K +1,306 New
IA
1717
IFS Advisors
Kansas
$36K +$1.39K +51 +4%
T
1718
Transce3nd
Texas
$35.9K -$2.96M -108,355 -99%
RFA
1719
Reyes Financial Architecture
California
$35.5K +$33.7K +1,237 +1,903%
KFP
1720
Kerr Financial Planning
California
$35.5K +$35.5K +1,300 New
NFSG
1721
Newbridge Financial Services Group
Florida
$35.5K +$655 +24 +2%
AA
1722
Addison Advisors
Vermont
$34.8K – – –
TC
1723
Truvestments Capital
Florida
$34.1K +$22K +807 +182%
BI
1724
Binnacle Investments
Iowa
$33.3K – – –
CB
1725
Centennial Bank
Arkansas
$33.1K -$241K -8,841 -88%
67 68
69
70 71