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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
1851
Braun Stacey Associates
New York
$203K +$200K +6,606 New
CF
1852
Claris Financial
Virginia
$203K +$200K +6,606 New
VWM
1853
Venturi Wealth Management
Texas
$202K +$200K +6,599 New
BFIM
1854
Beese Fulmer Investment Management
Ohio
$202K +$199K +6,575 New
HGA
1855
Hobbs Group Advisors
South Carolina
$201K +$199K +6,553 New
MAA
1856
Matrix Asset Advisors
New York
$200K +$198K +6,521 New
IWM
1857
IMG Wealth Management
Florida
$199K +$197K +6,491 New
JWA
1858
JFS Wealth Advisors
Pennsylvania
$186K +$2.73K +90 +2%
DF
1859
Dunhill Financial
United Kingdom
$183K -$26.7K -879 -13%
FDCDDQ
1860
Federation des caisses Desjardins du Quebec
Quebec, Canada
$180K -$34K -1,121 -16%
CI
1861
CX Institutional
Indiana
$178K -$104K -3,420 -37%
TSMHT
1862
Thurston Springer Miller Herd & Titak
Indiana
$176K +$12.5K +412 +8%
WAU
1863
Wellington-Altus USA
Manitoba, Canada
$174K +$25.5K +840 +18%
WFA
1864
West Financial Advisors
Iowa
$173K – – –
KFG
1865
Kingdom Financial Group
Arizona
$173K -$148K -4,887 -46%
LAS
1866
Lloyd Advisory Services
Georgia
$173K +$50.9K +1,677 +42%
BWM
1867
Bullock Wealth Management
Indiana
$170K +$13.6K +447 +9%
AAG
1868
Accordant Advisory Group
Maryland
$164K -$50.2K -1,655 -24%
CIR
1869
Clear Investment Research
Georgia
$164K +$162K +5,336 New
SHIM
1870
Stone House Investment Management
Pennsylvania
$163K +$84.6K +2,789 +111%
RP
1871
Rice Partnership
Hawaii
$158K – – –
CPA
1872
Cardiff Park Advisors
California
$158K -$395K -13,005 -72%
CH
1873
CDKV Holdings
Colorado
$156K – – –
IAAG
1874
Innovative Asset Advisors Group
Connecticut
$150K +$149K +4,901 New
RF
1875
RetireMitten Financial
Michigan
$150K +$148K +4,873 New
73 74
75
76 77