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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
201
Kiley Juergens Wealth Management
Washington
$18.3M +$23.3K +733 +0.1%
FWM
202
Foguth Wealth Management
Michigan
$18.3M +$1.08M +34,027 +6%
MFA
203
Mayflower Financial Advisors
Massachusetts
$18.2M +$1.37M +43,122 +8%
PRI
204
Prepared Retirement Institute
Pennsylvania
$18M -$439K -13,850 -2%
SIM
205
Sims Investment Management
Ohio
$18M +$354K +11,155 +2%
OFG
206
Opulen Financial Group
Virginia
$18M +$71K +2,238 +0.4%
HAIM
207
Hunter Associates Investment Management
Pennsylvania
$17.8M -$341K -10,737 -2%
MWM
208
Mission Wealth Management
California
$17.7M +$15.9M +501,661 +872%
GAM
209
Gotham Asset Management
New York
$17.7M +$12.1M +381,378 +215%
SAI
210
Savvy Advisors Inc
New York
$17.7M -$745K -23,483 -4%
SF
211
Summit Financial
New Jersey
$17.5M +$1.13M +35,578 +7%
EWA
212
EP Wealth Advisors
California
$17.5M +$1.93M +60,830 +12%
BWFA
213
Baltimore-Washington Financial Advisors
Maryland
$17.4M +$17.2M +541,743 +6,853%
SC
214
Scotia Capital
Ontario, Canada
$17.1M +$690K +21,761 +4%
SCI
215
Silver Coast Investments
United States
$17M -$50.4K -1,588 -0.3%
MAM
216
Madison Asset Management
Wisconsin
$17M – – –
CIC
217
Carnegie Investment Counsel
Ohio
$16.8M +$2.17M +68,410 +15%
AOWM
218
Asset One Wealth Management
Washington
$16.6M -$1.28M -40,349 -7%
FGG
219
Financial Guidance Group
Florida
$16.4M +$42.5K +1,340 +0.3%
SVWAG
220
Sound View Wealth Advisors Group
Georgia
$16.4M -$108K -3,394 -0.7%
BFG
221
Bouchey Financial Group
New York
$16.3M -$58.4M -1,841,711 -78%
KWM
222
Kingsview Wealth Management
Oregon
$16.1M +$2.01M +63,281 +14%
CFMC
223
Curbstone Financial Management Corp
New Hampshire
$15.8M -$226K -7,118 -1%
WIC
224
Whitegate Investment Counselors
New Hampshire
$15.8M -$55.7K -1,756 -0.4%
CAAS
225
Capital Asset Advisory Services
Michigan
$15.8M -$198K -6,235 -1%
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