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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
1976
Matrix Asset Advisors
New York
– -$420K -15,383 Closed
AFS
1977
Access Financial Services
Minnesota
– -$402K -14,735 Closed
GGI
1978
GPM Growth Investors
Michigan
– -$382K -13,991 Closed
WRPWM
1979
Werba Rubin Papier Wealth Management
California
– -$378K -13,835 Closed
4WM
1980
49 Wealth Management
Texas
– -$364K -13,323 Closed
TA
1981
Tactive Advisors
Florida
– -$357K -13,060 Closed
HIM
1982
Harbour Investment Management
Washington
– -$338K -12,392 Closed
MAM
1983
Milestone Asset Management
Pennsylvania
– -$326K -11,931 Closed
LFA
1984
LGT Financial Advisors
Texas
– -$312K -11,431 Closed
OGF
1985
Orin Green Financial
California
– -$309K -11,331 Closed
VWM
1986
Vigilare Wealth Management
Arizona
– -$308K -11,282 Closed
AFA
1987
Alpha Financial Advisors
North Carolina
– -$299K -10,937 Closed
TGAM
1988
TBH Global Asset Management
Tennessee
– -$296K -10,853 Closed
HA
1989
HFG Advisors
Ohio
– -$294K -10,770 Closed
EF
1990
Empowered Funds
Pennsylvania
– -$289K -10,570 Closed
WWA
1991
Wisconsin Wealth Advisors
Wisconsin
– -$281K -10,279 Closed
SL
1992
Summitry LLC
California
– -$276K -10,099 Closed
WA
1993
Waterford Advisors
New York
– -$273K -9,987 Closed
FC
1994
Fjell Capital
North Dakota
– -$270K -9,884 Closed
MAG
1995
Members Advisory Group
New York
– -$264K -9,683 Closed
PA
1996
Promethium Advisors
Maryland
– -$258K -9,434 Closed
KIM
1997
Kestra Investment Management
Texas
– -$241K -8,817 Closed
PGF
1998
Plan Group Financial
Oklahoma
– -$238K -8,728 Closed
AWM
1999
Apex Wealth Management
New Hampshire
– -$235K -8,624 Closed
SA
2000
Sonoma Allocations
California
– -$228K -8,580 Closed
78 79
80
81 82