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icono de SCHD

Schwab US Dividend Equity ETF
SCHD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SIAIK
201
Summit Investment Advisors, Inc.\KS
Kansas
USD 18.5 M +USD 3.35 M +105,512 +22%
Lodestar Private Asset Management
202
Lodestar Private Asset Management
California
USD 18.5 M -USD 1.86 M -58,602 -9%
Kiley Juergens Wealth Management
203
Kiley Juergens Wealth Management
Washington
USD 18.3 M +USD 23.3 k +733 +0.1%
Foguth Wealth Management
204
Foguth Wealth Management
Michigan
USD 18.3 M +USD 1.08 M +34,027 +6%
Mayflower Financial Advisors
205
Mayflower Financial Advisors
Massachusetts
USD 18.2 M +USD 1.37 M +43,122 +8%
Prepared Retirement Institute
206
Prepared Retirement Institute
Pennsylvania
USD 18 M -USD 439 k -13,850 -2%
Sims Investment Management
207
Sims Investment Management
Ohio
USD 18 M +USD 354 k +11,155 +2%
Opulen Financial Group
208
Opulen Financial Group
Virginia
USD 18 M +USD 71 k +2,238 +0.4%
Hunter Associates Investment Management
209
Hunter Associates Investment Management
Pennsylvania
USD 17.8 M -USD 341 k -10,737 -2%
Mission Wealth Management
210
Mission Wealth Management
California
USD 17.7 M +USD 15.9 M +501,661 +872%
Gotham Asset Management
211
Gotham Asset Management
New York
USD 17.7 M +USD 12.1 M +381,378 +215%
Savvy Advisors Inc
212
Savvy Advisors Inc
New York
USD 17.7 M -USD 745 k -23,483 -4%
Summit Financial
213
Summit Financial
New Jersey
USD 17.5 M +USD 1.13 M +35,578 +7%
EP Wealth Advisors
214
EP Wealth Advisors
California
USD 17.5 M +USD 1.93 M +60,830 +12%
Baltimore-Washington Financial Advisors
215
Baltimore-Washington Financial Advisors
Maryland
USD 17.4 M +USD 17.2 M +541,743 +6,853%
Scotia Capital
216
Scotia Capital
Ontario, Canada
USD 17.1 M +USD 690 k +21,761 +4%
SCI
217
Silver Coast Investments
United States
USD 17 M -USD 50.4 k -1,588 -0.3%
Madison Asset Management
218
Madison Asset Management
Wisconsin
USD 17 M – – –
Carnegie Investment Counsel
219
Carnegie Investment Counsel
Ohio
USD 16.8 M +USD 2.17 M +68,410 +15%
Asset One Wealth Management
220
Asset One Wealth Management
Washington
USD 16.6 M -USD 1.28 M -40,349 -7%
Financial Guidance Group
221
Financial Guidance Group
Florida
USD 16.4 M +USD 42.5 k +1,340 +0.3%
Sound View Wealth Advisors Group
222
Sound View Wealth Advisors Group
Georgia
USD 16.4 M -USD 108 k -3,394 -0.7%
Bouchey Financial Group
223
Bouchey Financial Group
New York
USD 16.3 M -USD 58.4 M -1,841,711 -78%
Kingsview Wealth Management
224
Kingsview Wealth Management
Oregon
USD 16.1 M +USD 2.01 M +63,281 +14%
CFMC
225
Curbstone Financial Management Corp
New Hampshire
USD 15.8 M -USD 226 k -7,118 -1%
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