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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
2001
Kennebec Savings Bank
Maine
$53K -$5.46K -172 -9%
BC
2002
Barrett & Company
Rhode Island
$52.2K -$43.2K -1,361 -45%
MBFW
2003
Morton Brown Family Wealth
Pennsylvania
$51.8K – – –
FFA
2004
Frazier Financial Advisors
Ohio
$48.6K +$1.05K +33 +2%
HFS
2005
Hughes Financial Services
Virginia
$47.7K – – –
OA
2006
Operose Advisors
Wisconsin
$45.9K -$4.06K -128 -8%
MIM
2007
MTM Investment Management
South Carolina
$45.1K – – –
AWA
2008
Acumen Wealth Advisors
Tennessee
$43.3K -$86.5K -2,727 -67%
TIM
2009
Thompson Investment Management
Wisconsin
$42.9K -$30.5K -962 -42%
HWM
2010
HighMark Wealth Management
Minnesota
$42.7K -$50.1K -1,579 -54%
FG
2011
Fairman Group
Pennsylvania
$41.3K +$21.6K +682 +110%
BWA
2012
Basecamp Wealth Advisors
Washington
$41.3K -$451K -14,202 -92%
T
2013
Transce3nd
Texas
$40.9K -$539 -17 -1%
SMA
2014
Sage Mountain Advisors
Georgia
$38.7K – – –
IA
2015
IFS Advisors
Kansas
$38.7K – – –
CB
2016
CNB Bank
Pennsylvania
$38.5K -$18.7K -588 -33%
HDIM
2017
Hanson & Doremus Investment Management
Vermont
$37K -$26.6K -840 -42%
MLA
2018
MB, Levis & Associates
Pennsylvania
$36.5K +$286 +9 +0.8%
BA
2019
Blueline Advisors
New Hampshire
$35.5K +$35.5K +1,120 New
TCM
2020
Tradewinds Capital Management
Washington
$34.5K -$116K -3,655 -77%
DWS
2021
Dynamic Wealth Strategies
California
$33.4K – – –
ATS
2022
Ashton Thomas Securities
New York
$33.3K – – –
FMB
2023
Field & Main Bank
Kentucky
$33.3K – – –
FFO
2024
Fortitude Family Office
Arizona
$33.3K – – –
HWA
2025
Heritage Wealth Advisors
Virginia
$32.7K -$31.7K -1,000 -49%
79 80
81
82 83