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Schwab US Dividend Equity ETF
SCHD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sumitomo Life Insurance
1
Sumitomo Life Insurance
Japan
USD 1889 M +USD 448 M +14,119,934 +31%
Rakuten Investment Management
2
Rakuten Investment Management
Japan
USD 1505 M -USD 1144 M -36,045,234 -43%
Bank of America
3
Bank of America
North Carolina
USD 1140 M +USD 162 M +5,102,120 +17%
LPL Financial
4
LPL Financial
California
USD 1062 M +USD 83.6 M +2,633,635 +9%
Morgan Stanley
5
Morgan Stanley
New York
USD 884 M +USD 49.1 M +1,546,302 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 808 M +USD 41.3 M +1,302,580 +5%
Raymond James Financial
7
Raymond James Financial
Florida
USD 573 M +USD 28.1 M +886,918 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 560 M +USD 11.3 M +354,983 +2%
UBS Group
9
UBS Group
Switzerland
USD 453 M -USD 11.5 M -361,658 -2%
Wealthspire Advisors (New York)
10
Wealthspire Advisors (New York)
New York
USD 430 M +USD 8.35 M +263,057 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
USD 425 M -USD 10.7 M -336,004 -2%
Wealthfront Advisers
12
Wealthfront Advisers
California
USD 400 M -USD 5.98 M -188,634 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 349 M +USD 74.6 M +2,352,002 +27%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 345 M +USD 41.7 M +1,315,834 +14%
Wells Fargo
15
Wells Fargo
California
USD 323 M +USD 28.3 M +891,334 +10%
Cassaday & Co Wealth Management
16
Cassaday & Co Wealth Management
Virginia
USD 314 M +USD 11.1 M +348,397 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 305 M +USD 5.16 M +162,613 +2%
Ameriprise
18
Ameriprise
Minnesota
USD 260 M +USD 9.34 M +294,367 +4%
Mariner
19
Mariner
Kansas
USD 221 M -USD 20.1 M -632,571 -8%
MML Investors Services
20
MML Investors Services
Massachusetts
USD 214 M +USD 43.8 M +1,381,434 +26%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 211 M +USD 3.39 M +106,734 +2%
KFP
22
Keystone Financial Planning
Ohio
USD 198 M -USD 16.3 M -513,358 -8%
CIBC World Market
23
CIBC World Market
Ontario, Canada
USD 198 M +USD 2.4 M +75,581 +1%
Avantax Planning Partners
24
Avantax Planning Partners
Iowa
USD 171 M -USD 3.6 M -113,542 -2%
HHM Wealth Advisors
25
HHM Wealth Advisors
Tennessee
USD 168 M +USD 4.95 M +156,107 +3%
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