We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
251
Winthrop Capital Management
Indiana
$13.3M -$1.42M -46,793 -10%
SFG
252
Sunburst Financial Group
Alabama
$13.3M -$546K -17,985 -4%
CA
253
Clearstead Advisors
Ohio
$13.3M +$5.01M +165,103 +62%
AWC
254
Adamsbrown Wealth Consultants
Kansas
$13.2M -$732K -24,128 -5%
SAM
255
Smithbridge Asset Management
Pennsylvania
$13.1M -$10.8M -354,408 -45%
IFG
256
Independent Financial Group
California
$13.1M +$1.81M +59,631 +16%
BGAI
257
Bruce G. Allen Investments
Colorado
$13M +$420K +13,846 +3%
PSCM
258
Per Stirling Capital Management
Texas
$13M +$4.91M +161,891 +62%
RCM
259
Richardson Capital Management
Wisconsin
$12.9M -$8.64M -284,816 -40%
DWM
260
Dakota Wealth Management
Florida
$12.9M -$631K -20,787 -5%
GCG
261
Gilbert Capital Group
Maine
$12.9M +$12.7M +419,845 New
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$12.9M -$1.97M -64,877 -13%
AWM
263
Avior Wealth Management
Nebraska
$12.8M +$159K +5,229 +1%
NFG
264
Nations Financial Group
Iowa
$12.7M -$100K -3,306 -0.8%
FC
265
Financial Consulate
Maryland
$12.7M -$11.6M -381,373 -48%
AWA
266
Acorn Wealth Advisors
Michigan
$12.6M +$112K +3,707 +0.9%
BWA
267
BlueChip Wealth Advisors
Georgia
$12.5M +$26.8K +884 +0.2%
SEIA
268
Signature Estate & Investment Advisors
California
$12.5M -$212K -6,981 -2%
XF
269
XML Financial
Maryland
$12.4M -$601K -19,827 -5%
MS
270
Monetary Solutions
Ohio
$12.4M -$999K -32,935 -8%
PA
271
Parallel Advisors
California
$12.3M -$1.15M -37,988 -9%
KWA
272
Kingswood Wealth Advisors
California
$12.3M +$2.35M +77,568 +24%
Citigroup
273
Citigroup
New York
$12.2M -$7.94M -261,713 -40%
SOS
274
Silver Oak Securities
Tennessee
$12.2M +$2.06M +68,055 +21%
KFGG
275
Keystone Financial Group (Georgia)
Georgia
$12M +$195K +6,441 +2%