We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
BCS Wealth Management
Tennessee
$10.8M -$193K -7,803 -2%
FI
252
Financial Insights
Washington
$10.6M +$4.99M +202,062 +92%
WLPWM
253
Walled Lake Planning & Wealth Management
Illinois
$10.6M -$12.4K -504 -0.1%
FHC
254
First Heartland Consultants
Missouri
$10.6M +$4.12M +166,926 +66%
MFG
255
MTM Financial Group
Pennsylvania
$10.6M -$219K -8,877 -2%
CNWM
256
Clay Northam Wealth Management
California
$10.5M +$332K +13,470 +3%
CBFP
257
Cedar Brook Financial Partners
Ohio
$10.4M +$851K +34,491 +9%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$10.4M -$581K -23,526 -4%
MA
259
MONECO Advisors
Connecticut
$10.3M +$3.08M +124,593 +44%
MSA
260
McAlister Sweet & Associates
Texas
$10.3M +$2.16M +87,693 +27%
CMP
261
Courage Miller Partners
Virginia
$10.2M +$137K +5,535 +1%
RG
262
Retirement Group
California
$10.1M +$3.49M +141,555 +55%
RWA
263
Rainsberger Wealth Advisors
Colorado
$10.1M +$3.72M +150,765 +60%
WAG
264
Winthrop Advisory Group
Massachusetts
$10.1M +$77.2K +3,129 +0.8%
FMC
265
First Merchants Corp
Indiana
$10M -$211K -8,532 -2%
PAG
266
Powers Advisory Group
Illinois
$9.82M +$384K +15,573 +4%
PIA
267
Panoramic Investment Advisors
Colorado
$9.74M +$9.54M +386,646 New
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$9.71M +$487K +19,722 +5%
FTS
269
Fifth Third Securities
Ohio
$9.71M +$79.8K +3,231 +0.8%
RC
270
Roundview Capital
New Jersey
$9.55M +$5.67M +229,563 +153%
AWM
271
AE Wealth Management
Kansas
$9.54M +$1.94M +78,474 +26%
SFWC
272
Strategic Family Wealth Counselors
New Jersey
$9.44M -$19K -771 -0.2%
SCM
273
Spreng Capital Management
Ohio
$9.42M -$249K -10,101 -3%
JF
274
Joule Financial
Kentucky
$9.27M +$583K +23,634 +7%
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$9.19M +$2.48M +100,371 +38%