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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
201
Johnson Investment Counsel
Ohio
$276K +$63K +4,200 +30%
BFG
202
Bouchey Financial Group
New York
$276K +$276K +18,375 New
SI
203
SII Investments
Wisconsin
$272K +$28.4K +1,896 +12%
CWM
204
Cedar Wealth Management
California
$262K -$1.22K -81 -0.5%
JSL
205
JT Stratford LLC
Georgia
$259K -$2.21M -147,531 -90%
SBIA
206
Sheaff Brock Investment Advisors
Indiana
$256K +$1.84K +123 +0.7%
CCA
207
Cobblestone Capital Advisors
New York
$253K +$23.2K +1,545 +10%
AF
208
Alerus Financial
North Dakota
$248K – – –
GC
209
Gratus Capital
Georgia
$242K +$180 +12 +0.1%
PWMAG
210
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$239K +15,933 New
CAM
211
Crestone Asset Management
Colorado
$235K – – –
CAMG
212
CWA Asset Management Group
Florida
$234K +$1.49K +99 +0.6%
AA
213
Ancora Advisors
Ohio
$229K +$900 +60 +0.4%
EWM
214
Empirical Wealth Management
Washington
$228K +$5.4K +360 +2%
AC
215
Alley Company
Illinois
$218K +$217K +14,490 New
CPA
216
Clear Perspective Advisors
Illinois
$215K +$152K +10,155 +245%
CWM
217
Cornerstone Wealth Management
Missouri
$214K +$214K +14,271 New
SAM
218
Sawgrass Asset Management
Florida
$211K +$211K +14,034 New
CWM
219
Confluence Wealth Management
Oregon
$208K +$1.49K +99 +0.7%
CHJWM
220
Carlton Hofferkamp & Jenks Wealth Management
Texas
$206K – – –
SWA
221
Sutton Wealth Advisors
Florida
$205K +$315 +21 +0.2%
LCM
222
Leisure Capital Management
California
$202K – – –
DSC
223
Duncker Streett & Co
Missouri
$202K +$75.8K +5,049 +60%
FM
224
Foster & Motley
Ohio
$200K +$200K +13,329 New
JFA
225
JNBA Financial Advisors
Minnesota
$185K – – –
7 8
9
10 11