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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
2001
NorthAvenue LLC
Ohio
$12.2K – – –
AIP
2002
Ameritas Investment Partners
Nebraska
$11.8K -$39K -1,286 -77%
MSWM
2003
Mowery & Schoenfeld Wealth Management
Illinois
$10.5K – – –
GWS
2004
Greykasell Wealth Strategies
California
$10.3K +$91 +3 +0.9%
CFM
2005
Cornerstone Financial Management
Massachusetts
$10.1K – – –
VFM
2006
Vision Financial Markets
Connecticut
$9.97K – – –
CFO
2007
Cambient Family Office
Michigan
$9.2K – – –
LB
2008
Legacy Bridge
Iowa
$9.2K – – –
NWMP
2009
Noble Wealth Management PBC
Colorado
$9.2K – – –
JWM
2010
JPL Wealth Management
Colorado
$8.93K +$8.83K +291 New
B
2011
Birchbrook
Maine
$7.69K +$61 +2 +0.8%
MDA
2012
Minot DeBlois Advisors
Massachusetts
$7.67K – – –
FMP
2013
Financial Management Professionals
Texas
$6.9K – – –
WPWM
2014
Western Pacific Wealth Management
Illinois
$6.77K +$61 +2 +0.9%
OCM
2015
Osbon Capital Management
Massachusetts
$6.54K – – –
CCMI
2016
Creative Capital Management Investments
California
$6.17K – – –
CNBTD
2017
Citizens National Bank Trust Department
Mississippi
$5.52K – – –
LFA
2018
Longview Financial Advisors
Alabama
$5.47K +$5.4K +178 New
WAS
2019
Winch Advisory Services
Wisconsin
$5.36K – – –
GCM
2020
Gables Capital Management
Florida
$5.34K – – –
WBC
2021
West Branch Capital
Massachusetts
$4.97K – – –
CJ
2022
Caitlin John
Michigan
$4.82K -$32.2K -1,061 -87%
KA
2023
Kozak & Associates
Colorado
$4.76K – – –
ACM
2024
Anfield Capital Management
California
$4.63K +$4.58K +151 New
SFAM
2025
Sawyer Falduto Asset Management
Illinois
$4.6K – – –
79 80
81
82 83