We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
276
Cozad Asset Management
Illinois
$10.9M -$3.48M -127,592 -24%
BEI
277
Benjamin Edwards Inc
Missouri
$10.9M +$760K +27,850 +8%
OWM
278
Orgel Wealth Management
Wisconsin
$10.8M -$21K -770 -0.2%
BEAM
279
Baker Ellis Asset Management
Washington
$10.8M -$108K -3,941 -1%
NIWA
280
New Insight Wealth Advisors
California
$10.8M -$5.08M -186,070 -32%
LIM
281
Leavell Investment Management
Alabama
$10.8M -$2.53M -92,852 -19%
AI
282
Atria Investments
North Carolina
$10.8M +$560K +20,531 +5%
BWA
283
BlueChip Wealth Advisors
Georgia
$10.7M +$355K +13,017 +3%
CNWM
284
Clay Northam Wealth Management
California
$10.6M +$114K +4,168 +1%
LFP
285
Lakeshore Financial Planning
Michigan
$10.6M -$149K -5,450 -1%
CW
286
Channel Wealth
California
$10.5M -$259K -9,488 -2%
DFA
287
DHJJ Financial Advisors
Illinois
$10.5M +$23.6K +866 +0.2%
SAM
288
Smithbridge Asset Management
Pennsylvania
$10.4M +$550K +20,162 +6%
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$10.4M +$1.07M +39,280 +11%
AssetMark Inc
290
AssetMark Inc
California
$10.4M -$354K -12,982 -3%
GB
291
Goepper Burkhardt
South Carolina
$10.4M -$2.1M -76,947 -17%
RMF
292
Red Mountain Financial
Colorado
$10.3M -$4.26K -156 -0%
AAA
293
American Alpha Advisors
New York
$10.3M +$203K +7,427 +2%
CWMG
294
Compass Wealth Management (Georgia)
Georgia
$10.1M -$160K -5,848 -2%
VNA
295
Valley National Advisers
Pennsylvania
$10.1M -$748K -27,417 -7%
RWA
296
Redhawk Wealth Advisors
Minnesota
$10.1M -$981K -35,944 -9%
MA
297
MONECO Advisors
Connecticut
$10M -$592K -21,693 -6%
JWS
298
Juncture Wealth Strategies
Arizona
$9.98M +$101K +3,706 +1%
PF
299
Prosperitas Financial
California
$9.98M +$309K +11,312 +3%
MAM
300
Madison Asset Management
Wisconsin
$9.97M -$247K -9,059 -2%