We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
251
Investment Advisory Services
Texas
$12.1M -$1.53M -64,131 -12%
WA
252
Win Advisors
Florida
$12.1M +$11.3M +475,494 New
KMWM
253
Keudell/Morrison Wealth Management
Oregon
$12.1M +$225K +9,447 +2%
AWA
254
Acorn Wealth Advisors
Michigan
$12M -$494K -20,745 -4%
TIA
255
Traphagen Investment Advisors
New Jersey
$11.8M -$7.79M -326,904 -41%
KPWS
256
Kestra Private Wealth Services
Texas
$11.8M +$6.73M +282,570 +156%
AI
257
Atria Investments
North Carolina
$11.7M +$161K +6,744 +1%
SFWA
258
Summit Financial Wealth Advisors
Louisiana
$11.7M +$1.29M +54,210 +13%
MA
259
MONECO Advisors
Connecticut
$11.7M -$172K -7,209 -2%
WCM
260
Winthrop Capital Management
Indiana
$11.6M +$10.9M +459,021 New
LWL
261
Leo Wealth LLC
Texas
$11.6M +$10.6M +443,391 New
SWA
262
Stratos Wealth Advisors
Ohio
$11.6M +$1.63M +68,610 +18%
CFG
263
Cooper Financial Group
California
$11.5M +$1.28M +53,865 +13%
ES
264
Eagle Strategies
New York
$11.5M +$266K +11,154 +3%
BWM
265
BCGM Wealth Management
Indiana
$11.3M -$2.48M -103,893 -19%
RDIA
266
RE Dickinson Investment Advisors
Iowa
$11.2M +$218K +9,159 +2%
CAAS
267
Capital Asset Advisory Services
Michigan
$11.1M +$377K +15,816 +4%
BEAM
268
Baker Ellis Asset Management
Washington
$11.1M -$2.83M -118,959 -21%
FMC
269
First Merchants Corp
Indiana
$11.1M -$365K -15,297 -3%
Bank of New York Mellon
270
Bank of New York Mellon
New York
$10.9M +$9.96M +417,957 +3,537%
GA
271
GSG Advisors
New Jersey
$10.9M +$717K +30,084 +8%
SFG
272
SevenBridge Financial Group
Pennsylvania
$10.8M +$1.08M +45,366 +12%
FFWA
273
FRG Family Wealth Advisors
Washington
$10.7M -$783K -32,865 -7%
CMP
274
Courage Miller Partners
Virginia
$10.7M +$81.7K +3,429 +0.8%
NIWA
275
New Insight Wealth Advisors
California
$10.7M +$10M +420,699 New