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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1801
Halbert Hargrove Global Advisors
California
$71.4K – – –
CFFP
1802
Center for Financial Planning
Michigan
$71.3K – – –
SHIM
1803
Stone House Investment Management
Pennsylvania
$69.1K +$68.5K +2,520 New
SHF
1804
Safe Harbor Fiduciary
Florida
$68.1K +$67.5K +2,481 New
SGK
1805
Steigerwald Gordon & Koch
Virginia
$67K -$15.3K -564 -19%
GEA
1806
Glen Eagle Advisors
New Jersey
$66.8K -$17.3K -637 -21%
GWS
1807
Glassman Wealth Services
Virginia
$66.2K -$206K -7,583 -76%
MAS
1808
MPWM Advisory Solutions
Georgia
$65.2K +$57.3K +2,106 +780%
RWM
1809
Rialto Wealth Management
New York
$64.2K – – –
AWMA
1810
Arbor Wealth Management (Arizona)
Arizona
$63.1K +$62.5K +2,300 New
EWM
1811
Evermay Wealth Management
Virginia
$61.7K -$7.21K -265 -11%
POIA
1812
Pin Oak Investment Advisors
Texas
$60K +$51.6K +1,899 New
TIM
1813
Thompson Investment Management
Wisconsin
$59.5K – – –
BFS
1814
Beacon Financial Strategies
North Carolina
$58.6K +$58.1K +2,137 New
OFG
1815
Oxford Financial Group
Indiana
$58.6K – – –
C
1816
Covestor
United Kingdom
$58K +$4.84K +178 +9%
PW
1817
Pandora Wealth
Illinois
$57.6K – – –
FCT
1818
First Community Trust
Iowa
$57.5K – – –
SWIM
1819
Smallwood Wealth Investment Management
New Jersey
$56.3K -$17.3K -635 -24%
RF
1820
Roxbury Financial
New Jersey
$54.6K +$272 +10 +0.5%
VWM
1821
Valley Wealth Managers
New Jersey
$53.6K -$428K -15,753 -89%
VCM
1822
Versant Capital Management
Arizona
$53K -$271K -9,954 -84%
VDBMI
1823
Van Den Berg Management I
Texas
$52.1K – – –
BFO
1824
Biltmore Family Office
North Carolina
$51.1K +$24.2K +890 +91%
RF
1825
Robinswood Financial
Washington
$49.9K -$12.4K -455 -20%
71 72
73
74 75