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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
P
1976
Palladiem
Pennsylvania
$23.5K +$2.15K +71 +10%
TAR
1977
Trask Adam Roland
$23K +$22.8K +750 New
WPA
1978
Wealth Preservation Advisors
Tennessee
$22.9K – – –
BFS
1979
Beacon Financial Strategies
North Carolina
$22.7K -$42.4K -1,397 -65%
IW
1980
Imprint Wealth
South Carolina
$22.4K +$22.2K +731 New
FDW
1981
Fourth Dimension Wealth
Ohio
$21.1K – – –
IF
1982
Integrity Financial
Wyoming
$20K -$90.2K -2,973 -82%
NECFA
1983
New England Capital Financial Advisors
Connecticut
$19.7K +$152 +5 +0.8%
FG
1984
Fairman Group
Pennsylvania
$19.1K +$7.13K +235 +61%
WAG
1985
Windsor Advisory Group
Ohio
$17.4K – – –
TVWM
1986
Tower View Wealth Management
Wisconsin
$17.3K +$121 +4 +0.7%
PWM
1987
Proathlete Wealth Management
Florida
$17.2K +$13.1K +431 +337%
MWC
1988
MBM Wealth Consultants
Missouri
$16.8K +$16.7K +549 New
BHWM
1989
Beaird Harris Wealth Management
Texas
$15.9K +$2.4K +79 +18%
ACA
1990
Atlas Capital Advisors
Wyoming
$15.8K – – –
HCM
1991
Hollencrest Capital Management
California
$15.7K +$2.61K +86 +20%
VR
1992
Vision Retirement
New Jersey
$14.6K +$14.4K +476 New
QC
1993
Quent Capital
New York
$14.5K -$819 -27 -5%
TF
1994
Tompkins Financial
New York
$14.5K – – –
HNW
1995
High Note Wealth
Minnesota
$13.8K – – –
CT
1996
Coastline Trust
Rhode Island
$13.8K – – –
VWA
1997
VSM Wealth Advisory
Maryland
$13.5K +$121 +4 +0.9%
LWMI
1998
Legacy Wealth Management (Idaho)
Idaho
$13.5K +$6.98K +230 +109%
SA
1999
Strategic Advocates
Utah
$12.8K -$24.1K -794 -66%
AP
2000
Atwood & Palmer
Missouri
$12.7K +$12.5K +413 New
78 79
80
81 82