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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1
Homrich & Berg
Georgia
$40.1M +$40.3M +3,676,233 New
AAC
2
Asset Advisors Corp
Georgia
$27.9M +$28.1M +2,564,085 New
SAM
3
Summit Asset Management
Tennessee
$19M +$19.1M +1,743,459 New
AI
4
Atria Investments
North Carolina
$10.4M +$10.5M +957,741 New
HCM
5
Hengehold Capital Management
Ohio
$8.54M +$8.58M +783,249 New
Goldman Sachs
6
Goldman Sachs
New York
$8.46M +$8.51M +776,157 New
FIM
7
Frontier Investment Management
Texas
$8.04M +$8.08M +737,382 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.96M +$5.99M +546,966 New
Morgan Stanley
9
Morgan Stanley
New York
$5.29M +$5.31M +484,857 New
LYV
10
Live Your Vision
Pennsylvania
$2.75M +$2.69M +245,124 New
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.75M +$2.76M +251,817 New
BCMO
12
Buckingham Capital Management (Ohio)
Ohio
$2.68M +$2.69M +245,856 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.55M +$2.57M +234,147 New
UCFA
14
United Capital Financial Advisors
Texas
$2.5M +$2.51M +229,329 New
DS
15
DRW Securities
Illinois
$2.31M +$2.32M +211,797 New
AA
16
Apriem Advisors
California
$2.26M +$2.27M +207,291 New
PMG
17
ProVise Management Group
Florida
$2.24M +$2.25M +205,638 New
EVC
18
Eidelman Virant Capital
Missouri
$2.24M +$2.25M +205,131 New
SA
19
Strategic Advisors
New York
$1.75M +$1.75M +159,705 New
MAS
20
Madden Advisory Services
Florida
$1.73M +$1.74M +158,745 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.41M +$1.42M +129,240 New
SSI
22
Scott & Selber Inc
Texas
$1.11M +$1.11M +101,490 New
HI
23
Horizon Investments
North Carolina
$855K +$860K +78,477 New
VCAM
24
Van Cleef Asset Management
Ohio
$836K +$841K +76,695 New
BCI
25
Brinker Capital Investments
Pennsylvania
$788K +$792K +72,297 New
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