We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
251
Columbia Advisory Partners
Washington
$13.2M -$721K -26,475 -5%
LWM
252
Latko Wealth Management
Illinois
$13.1M +$12.7M +466,395 New
GA
253
GSG Advisors
New Jersey
$12.9M +$402K +14,760 +3%
JIP
254
Jaffetilchin Investment Partners
Florida
$12.9M +$128K +4,683 +1%
CL
255
Choreo LLC
Illinois
$12.8M +$2.45M +89,925 +25%
PRS
256
Pinkerton Retirement Specialists
Idaho
$12.8M -$1.24M -45,663 -9%
SFG
257
SevenBridge Financial Group
Pennsylvania
$12.6M +$23.4M +860,511 +197%
AWA
258
Acorn Wealth Advisors
Michigan
$12.6M -$363K -13,329 -3%
YLHM
259
Yelin Lapidot Holdings Management
Israel
$12.4M +$2.94M +108,000 +33%
PCWA
260
Pacific Capital Wealth Advisors
California
$12.3M +$2.04M +74,907 +21%
FCI
261
Financial Counselors Inc
Kansas
$12.3M -$168K -6,171 -1%
MAG
262
Mayfair Advisory Group
Alabama
$12.3M +$557K +20,436 +5%
AWM
263
AE Wealth Management
Kansas
$12.3M +$3.93M +144,312 +50%
ES
264
Eagle Strategies
New York
$12.2M +$266K +9,777 +2%
BBW
265
Blue Barn Wealth
Utah
$12.2M +$564K +20,694 +5%
AA
266
Advisory Alpha
Michigan
$12.1M +$1.33M +48,954 +13%
CA
267
CoreCap Advisors
Michigan
$12.1M +$11.7M +429,762 New
OBWG
268
Onyx Bridge Wealth Group
New York
$12M +$996K +36,573 +9%
FMC
269
First Merchants Corp
Indiana
$11.9M +$833K +30,570 +8%
CMP
270
Courage Miller Partners
Virginia
$11.8M -$19.9K -732 -0.2%
SWMG
271
Sard Wealth Management Group
Georgia
$11.8M +$136K +4,995 +1%
MA
272
MONECO Advisors
Connecticut
$11.7M +$895K +32,850 +9%
MFIM
273
Mesirow Financial Investment Management
Illinois
$11.7M +$538K +19,761 +5%
ICM
274
Islay Capital Management
Texas
$11.6M +$325K +11,919 +3%
AI
275
Atria Investments
North Carolina
$11.6M +$621K +22,797 +6%
9 10
11
12 13