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Schwab US Dividend Equity ETF
SCHD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HighTower Advisors
26
HighTower Advisors
Illinois
USD 166 M +USD 2.91 M +91,694 +2%
Jones Financial Companies
27
Jones Financial Companies
Missouri
USD 158 M +USD 34.2 M +1,077,762 +28%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
USD 155 M -USD 5.47 M -172,351 -3%
Creative Planning
29
Creative Planning
Kansas
USD 150 M +USD 10.8 M +339,826 +8%
KeyBank National Association
30
KeyBank National Association
Ohio
USD 142 M +USD 20.1 M +634,792 +17%
JP Morgan Chase
31
JP Morgan Chase
New York
USD 124 M -USD 13.4 M -422,249 -10%
Kestra Advisory Services
32
Kestra Advisory Services
Texas
USD 115 M +USD 3.56 M +112,270 +3%
Truist Financial
33
Truist Financial
North Carolina
USD 103 M +USD 2.61 M +82,201 +3%
Berger Financial Group
34
Berger Financial Group
Minnesota
USD 102 M +USD 6.67 M +210,210 +7%
Cresset Asset Management
35
Cresset Asset Management
Illinois
USD 94.8 M +USD 5.7 M +179,532 +6%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
USD 89.9 M +USD 17.1 M +538,642 +23%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
USD 87.6 M +USD 732 k +23,083 +0.8%
Valmark Advisers
38
Valmark Advisers
Ohio
USD 83.5 M -USD 1.06 M -33,325 -1%
Cerity Partners
39
Cerity Partners
New York
USD 80 M +USD 630 k +19,848 +0.8%
Golden Reserve Retirement
40
Golden Reserve Retirement
Ohio
USD 74.2 M +USD 1.64 M +51,656 +2%
Asset Advisors Investment Management
41
Asset Advisors Investment Management
Georgia
USD 73.8 M -USD 6.09 M -191,827 -8%
Stifel Financial
42
Stifel Financial
Missouri
USD 73.7 M +USD 605 k +19,079 +0.8%
MAI Capital Management
43
MAI Capital Management
Ohio
USD 72.6 M -USD 498 k -15,692 -0.7%
Baird Financial Group
44
Baird Financial Group
Wisconsin
USD 66 M +USD 1.95 M +61,547 +3%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
USD 65.8 M +USD 14.1 M +443,221 +27%
Summit Asset Management
46
Summit Asset Management
Tennessee
USD 65.6 M +USD 243 k +7,658 +0.4%
Harbour Investments
47
Harbour Investments
Wisconsin
USD 65.1 M +USD 4.09 M +128,838 +7%
Waverly Advisors
48
Waverly Advisors
Alabama
USD 64.8 M +USD 9.41 M +296,601 +17%
Charles Schwab Trust Bank
49
Charles Schwab Trust Bank
Nevada
USD 62.2 M -USD 3.23 M -101,698 -5%
D.A. Davidson & Co
50
D.A. Davidson & Co
Montana
USD 62 M -USD 60 k -1,892 -0.1%
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