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icono de SCHD

Schwab US Dividend Equity ETF
SCHD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Aventura Private Wealth
2001
Aventura Private Wealth
Florida
USD 85.9 k – – –
Signature Resources Capital Management
2002
Signature Resources Capital Management
California
USD 83.9 k +USD 38.6 k +1,217 +85%
Halbert Hargrove Global Advisors
2003
Halbert Hargrove Global Advisors
California
USD 82.6 k – – –
Center for Financial Planning
2004
Center for Financial Planning
Michigan
USD 82.4 k – – –
Brooklyn FI
2005
Brooklyn FI
New York
USD 82.2 k +USD 79.3 k +2,499 Nuevas
WealthShield Partners
2006
WealthShield Partners
North Carolina
USD 80.1 k -USD 2.03 M -63,963 -96%
Highland Investment Advisors
2007
Highland Investment Advisors
Florida
USD 80.1 k +USD 80.1 k +2,525 Nuevas
James T. Borello
2008
James T. Borello
Illinois
USD 80 k – – –
Gill Capital Partners
2009
Gill Capital Partners
Colorado
USD 79 k +USD 40.6 k +1,279 +105%
Founders Capital Management (Texas)
2010
Founders Capital Management (Texas)
Texas
USD 76.1 k +USD 19 k +600 +33%
Key Capital Management
2011
Key Capital Management
Tennessee
USD 76 k – – –
MPWM Advisory Solutions
2012
MPWM Advisory Solutions
Georgia
USD 75.3 k – – –
First Bancorp
2013
First Bancorp
Maine
USD 75.3 k +USD 75.3 k +2,375 Nuevas
True Wealth Design
2014
True Wealth Design
Ohio
USD 75 k -USD 322 k -10,146 -81%
EFG International
2015
EFG International
USD 71.3 k – – –
Evermay Wealth Management
2016
Evermay Wealth Management
Virginia
USD 71.3 k – – –
Napier Financial
2017
Napier Financial
Massachusetts
USD 67.7 k +USD 20.1 k +634 +42%
Covestor
2018
Covestor
United Kingdom
USD 67 k +USD 5.39 k +170 +9%
First Community Trust
2019
First Community Trust
Iowa
USD 66.5 k – – –
Triumph Capital Management
2020
Triumph Capital Management
Colorado
USD 66.1 k +USD 4.79 k +151 +8%
Nemes Rush Group
2021
Nemes Rush Group
Michigan
USD 64.5 k +USD 508 +16 +0.8%
Roxbury Financial
2022
Roxbury Financial
New Jersey
USD 63.6 k +USD 254 +8 +0.4%
SBK Financial
2023
SBK Financial
Virginia
USD 63.4 k +USD 63.4 k +2,000 Nuevas
Pin Oak Investment Advisors
2024
Pin Oak Investment Advisors
Texas
USD 61 k +USD 571 +18 +0.9%
VDBMI
2025
Van Den Berg Management I
Texas
USD 60.2 k – – –
79 80
81
82 83