We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
251
Clarius Group LLC
Washington
$462K +$67.9K +3,924 +18%
TFS
252
TrustCore Financial Services
Tennessee
$446K +$211K +12,180 +93%
ACM
253
AlphaStar Capital Management
North Carolina
$444K -$686K -39,660 -61%
Millennium Management
254
Millennium Management
New York
$436K -$60.5K -3,495 -12%
SFG
255
SNS Financial Group
Minnesota
$433K +$1.3K +75 +0.3%
BCWM
256
Blue Chip Wealth Management
Florida
$432K +$1.66K +96 +0.4%
WC
257
Whitnell & Co
Illinois
$425K +$24.6K +1,419 +6%
FA
258
FDx Advisors
Illinois
$425K +$416K +24,042 New
TFA
259
Toth Financial Advisory
Virginia
$423K -$93.1K -5,382 -18%
BIM
260
Baldwin Investment Management
Pennsylvania
$421K
HFS
261
HL Financial Services
Kentucky
$421K +$412K +23,805 New
TPWA
262
TRUE Private Wealth Advisors
Oregon
$411K +$24.4K +1,410 +6%
SPC
263
Sigma Planning Corp
Michigan
$411K +$169K +9,765 +72%
SB
264
Suntrust Banks
Georgia
$410K -$23.3K -1,344 -5%
EWF
265
Epstein & White Financial
California
$402K -$312 -18 -0.1%
AI
266
Atria Investments
North Carolina
$400K -$6.23K -360 -2%
BAC
267
Boys Arnold & Co
North Carolina
$399K
BAM
268
Barrett Asset Management
New York
$392K +$15.6K +900 +4%
SP
269
Successful Portfolios
Florida
$392K +$384K +22,182 New
SAM
270
Sawgrass Asset Management
Florida
$390K +$1.04K +60 +0.3%
CCP
271
Clarkston Capital Partners
Michigan
$370K +$2.44K +141 +0.7%
SBH
272
Segall Bryant & Hamill
Illinois
$369K
NFG
273
Nadler Financial Group
Illinois
$367K
SGCA
274
Steel Grove Capital Advisors
Tennessee
$367K +$8.1K +468 +2%
Renaissance Technologies
275
Renaissance Technologies
New York
$366K -$135K -7,800 -27%