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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAIM
1826
Catherine Avery Investment Management
Florida
$49.5K – – –
CB
1827
CNB Bank
Pennsylvania
$49.5K – – –
FCMT
1828
Founders Capital Management (Texas)
Texas
$49.4K – – –
DEM
1829
Disciplined Equity Management
Florida
$48.7K – – –
CIAS
1830
CBIZ Investment Advisory Services
Ohio
$48.1K +$36.2K +1,332 +317%
GFA
1831
Godfrey Financial Associates
New York
$47.5K +$47.1K +1,733 New
CFS
1832
Compass Financial Services
Iowa
$47.2K – – –
AIP
1833
Ameritas Investment Partners
Nebraska
$45.8K +$27.9K +1,027 +159%
KSB
1834
Kennebec Savings Bank
Maine
$45.7K – – –
GWSA
1835
Global Wealth Strategies & Associates
Colorado
$45.4K +$1.55K +57 +4%
MBFW
1836
Morton Brown Family Wealth
Pennsylvania
$44.8K – – –
EPG
1837
Estate Planners Group
Pennsylvania
$44.4K +$44K +1,620 New
MPW
1838
MASECO Private Wealth
$43.9K +$43.5K +1,600 New
VWWMG
1839
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K +$1.3K +48 +3%
HFS
1840
Hughes Financial Services
Virginia
$41.3K -$54.5K -2,005 -57%
FFA
1841
Frazier Financial Advisors
Ohio
$41.1K -$4.87K -179 -11%
OA
1842
Operose Advisors
Wisconsin
$41K – – –
T
1843
Transce3nd
Texas
$40.2K -$435 -16 -1%
HDIM
1844
Hanson & Doremus Investment Management
Vermont
$40K – – –
MIM
1845
MTM Investment Management
South Carolina
$39K – – –
ICCON
1846
Investment Counsel Company of Nevada
Nevada
$37.5K +$37.2K +1,368 New
TPBG
1847
Turning Point Benefit Group
Maryland
$35.9K +$27 +1 +0.1%
TCM
1848
Triumph Capital Management
Colorado
$35.7K +$35.4K +1,301 New
AA
1849
Addison Advisors
Vermont
$34.9K – – –
NFSG
1850
Newbridge Financial Services Group
Florida
$34.9K -$761 -28 -2%
72 73
74
75 76