We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
251
Brass Tax Wealth Management
Ohio
$13.3M +$414K +15,858 +3%
OFG
252
Opulen Financial Group
Virginia
$13.3M -$34.1K -1,306 -0.3%
LWM
253
Latko Wealth Management
Illinois
$13.3M +$936K +35,854 +8%
MF
254
Montis Financial
Massachusetts
$13.2M +$3.1M +118,519 +31%
SEIA
255
Signature Estate & Investment Advisors
California
$13.2M -$123K -4,725 -0.9%
EWA
256
EP Wealth Advisors
California
$13.1M +$8M +306,177 +162%
MCM
257
Mendel Capital Management
Arkansas
$13M -$346K -13,233 -3%
BBW
258
Blue Barn Wealth
Utah
$13M +$375K +14,354 +3%
LIM
259
Leavell Investment Management
Alabama
$12.9M -$947K -36,262 -7%
YWM
260
Yukon Wealth Management
Kansas
$12.9M +$1.1M +42,268 +10%
ISFAN
261
Investor's Fiduciary Advisor Network
Washington
$12.9M +$171K +6,529 +1%
GA
262
GSG Advisors
New Jersey
$12.9M +$253K +9,682 +2%
LWM
263
Lighthouse Wealth Management
Ohio
$12.8M -$920K -35,237 -7%
OWM
264
Olympus Wealth Management
Utah
$12.7M +$1.16M +44,509 +10%
WCM
265
Winthrop Capital Management
Indiana
$12.6M -$671K -25,681 -5%
LFS
266
Legacy Financial Strategies
Kansas
$12.5M -$4.8K -184 -0%
NFG
267
Nations Financial Group
Iowa
$12.5M +$3.21M +122,939 +35%
TFA
268
Trinity Financial Advisors
Ohio
$12.4M +$179K +6,860 +1%
CIA
269
Concurrent Investment Advisors
Florida
$12.4M +$529K +20,265 +5%
SFWC
270
Strategic Family Wealth Counselors
New Jersey
$12.3M -$434K -16,604 -3%
MGIA
271
Moneta Group Investment Advisors
Missouri
$12.3M -$5.77K -221 -0%
GRP
272
Global Retirement Partners
California
$12.2M +$12M +459,965 New
MFIM
273
Mesirow Financial Investment Management
Illinois
$12.2M +$525K +20,087 +5%
SB
274
Strategic Blueprint
Georgia
$12.1M -$665K -25,463 -5%
GB
275
Goepper Burkhardt
South Carolina
$12.1M +$878K +33,610 +8%
9 10
11
12 13