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ícone de SCHD

Schwab US Dividend Equity ETF
SCHD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Aventura Private Wealth
2001
Aventura Private Wealth
Florida
US$ 85,9 mil – – –
Signature Resources Capital Management
2002
Signature Resources Capital Management
California
US$ 83,9 mil +US$ 38,6 mil +1.217 +85%
Halbert Hargrove Global Advisors
2003
Halbert Hargrove Global Advisors
California
US$ 82,6 mil – – –
Center for Financial Planning
2004
Center for Financial Planning
Michigan
US$ 82,4 mil – – –
Brooklyn FI
2005
Brooklyn FI
New York
US$ 82,2 mil +US$ 79,3 mil +2.499 Nova
WealthShield Partners
2006
WealthShield Partners
North Carolina
US$ 80,1 mil -US$ 2,03 mi -63.963 -96%
Highland Investment Advisors
2007
Highland Investment Advisors
Florida
US$ 80,1 mil +US$ 80,1 mil +2.525 Nova
James T. Borello
2008
James T. Borello
Illinois
US$ 80 mil – – –
Gill Capital Partners
2009
Gill Capital Partners
Colorado
US$ 79 mil +US$ 40,6 mil +1.279 +105%
Founders Capital Management (Texas)
2010
Founders Capital Management (Texas)
Texas
US$ 76,1 mil +US$ 19 mil +600 +33%
Key Capital Management
2011
Key Capital Management
Tennessee
US$ 76 mil – – –
MPWM Advisory Solutions
2012
MPWM Advisory Solutions
Georgia
US$ 75,3 mil – – –
First Bancorp
2013
First Bancorp
Maine
US$ 75,3 mil +US$ 75,3 mil +2.375 Nova
True Wealth Design
2014
True Wealth Design
Ohio
US$ 75 mil -US$ 322 mil -10.146 -81%
EFG International
2015
EFG International
US$ 71,3 mil – – –
Evermay Wealth Management
2016
Evermay Wealth Management
Virginia
US$ 71,3 mil – – –
Napier Financial
2017
Napier Financial
Massachusetts
US$ 67,7 mil +US$ 20,1 mil +634 +42%
Covestor
2018
Covestor
United Kingdom
US$ 67 mil +US$ 5,39 mil +170 +9%
First Community Trust
2019
First Community Trust
Iowa
US$ 66,5 mil – – –
Triumph Capital Management
2020
Triumph Capital Management
Colorado
US$ 66,1 mil +US$ 4,79 mil +151 +8%
Nemes Rush Group
2021
Nemes Rush Group
Michigan
US$ 64,5 mil +US$ 508 +16 +0,8%
Roxbury Financial
2022
Roxbury Financial
New Jersey
US$ 63,6 mil +US$ 254 +8 +0,4%
SBK Financial
2023
SBK Financial
Virginia
US$ 63,4 mil +US$ 63,4 mil +2.000 Nova
Pin Oak Investment Advisors
2024
Pin Oak Investment Advisors
Texas
US$ 61 mil +US$ 571 +18 +0,9%
VDBMI
2025
Van Den Berg Management I
Texas
US$ 60,2 mil – – –
79 80
81
82 83