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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
201
Gratus Capital
Georgia
$1.02M +$1.08M +64,995 New
SSWM
202
Sheets Smith Wealth Management
North Carolina
$1.01M +$177K +10,629 +20%
WFG
203
Wills Financial Group
Virginia
$996K -$16.2K -972 -2%
HA
204
Harborview Advisors
Maine
$996K +$16.7K +1,002 +2%
SP
205
SWS Partners
Ohio
$993K +$101K +6,033 +11%
SLA
206
Silver Lake Advisory
Utah
$987K +$40K +2,400 +4%
EFS
207
Econ Financial Services
Pennsylvania
$972K +$1.03M +62,064 New
IAS
208
IMA Advisory Services
Colorado
$950K -$357K -21,420 -26%
GIA
209
GHP Investment Advisors
Colorado
$941K +$189K +11,364 +23%
LCM
210
Liberty Capital Management
Michigan
$937K -$3.8K -228 -0.4%
SFSG
211
Stearns Financial Services Group
North Carolina
$936K +$100K +6,006 +11%
SWRP
212
Summit Wealth & Retirement Planning
California
$923K +$983K +58,977 New
ML
213
McAdam LLC
Pennsylvania
$910K -$27.1K -1,626 -3%
BW
214
Bison Wealth
Georgia
$904K -$11.4K -684 -1%
AIA
215
Armor Investment Advisors
North Carolina
$893K +$64K +3,843 +7%
TW
216
Transform Wealth
Colorado
$884K -$2K -120 -0.2%
SFG
217
StrategIQ Financial Group
Indiana
$875K -$1.65K -99 -0.2%
OA
218
Opes Advisors
California
$868K -$107K -6,429 -10%
BBPWM
219
Blue Bell Private Wealth Management
Pennsylvania
$855K +$50.7K +3,045 +6%
WWM
220
Western Wealth Management
Colorado
$855K +$911K +54,657 New
H
221
HoyleCohen
California
$844K +$67.1K +4,026 +8%
ACA
222
Ackerman Capital Advisors
Texas
$839K +$893K +53,592 New
SCCM
223
Schafer Cullen Capital Management
New York
$836K +$890K +53,406 New
EAM
224
Evanson Asset Management
California
$835K -$16.9K -1,011 -2%
PWM
225
Paulson Wealth Management
Illinois
$833K – – –
7 8
9
10 11