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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1976
Tandem Financial
Colorado
– -$913K -33,435 Closed
HWMC
1977
Heritage Wealth Management (California)
California
– -$865K -31,700 Closed
SW
1978
SteelPeak Wealth
California
– -$795K -29,107 Closed
HKIM
1979
Hayek Kallen Investment Management
Alabama
– -$735K -26,911 Closed
XT
1980
XTX Topco
Cayman Islands
– -$686K -25,110 Closed
EGM
1981
Engineers Gate Manager
New York
– -$531K -19,436 Closed
PCM
1982
Prelude Capital Management
New York
– -$496K -18,170 Closed
WC
1983
Wolfstich Capital
Massachusetts
– -$493K -18,051 Closed
NWMG
1984
National Wealth Management Group
Ohio
– -$483K -17,694 Closed
FAI
1985
Fiduciary Advisors Inc
Missouri
– -$481K -17,624 Closed
MAA
1986
Matrix Asset Advisors
New York
– -$420K -15,383 Closed
AFS
1987
Access Financial Services
Minnesota
– -$402K -14,735 Closed
GGI
1988
GPM Growth Investors
Michigan
– -$382K -13,991 Closed
WRPWM
1989
Werba Rubin Papier Wealth Management
California
– -$378K -13,835 Closed
4WM
1990
49 Wealth Management
Texas
– -$364K -13,323 Closed
TA
1991
Tactive Advisors
Florida
– -$357K -13,060 Closed
HIM
1992
Harbour Investment Management
Washington
– -$338K -12,392 Closed
MAM
1993
Milestone Asset Management
Pennsylvania
– -$326K -11,931 Closed
LFA
1994
LGT Financial Advisors
Texas
– -$312K -11,431 Closed
OGF
1995
Orin Green Financial
California
– -$309K -11,331 Closed
VWM
1996
Vigilare Wealth Management
Arizona
– -$308K -11,282 Closed
AFA
1997
Alpha Financial Advisors
North Carolina
– -$299K -10,937 Closed
TGAM
1998
TBH Global Asset Management
Tennessee
– -$296K -10,853 Closed
HA
1999
HFG Advisors
Ohio
– -$294K -10,770 Closed
EF
2000
Empowered Funds
Pennsylvania
– -$289K -10,570 Closed
78 79
80
81 82