We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
301
Drucker Wealth 3.0
New Jersey
$11.5M +$1.64M +51,759 +17%
LFP
302
Lakeshore Financial Planning
Michigan
$11.5M -$520K -16,406 -4%
MHFA
303
Mission Hills Financial Advisory
California
$11.4M -$10.2K -321 -0.1%
AWM
304
AE Wealth Management
Kansas
$11.4M +$1.72M +54,324 +18%
MA
305
MBA Advisors
Pennsylvania
$11.4M +$639K +20,128 +6%
BIA
306
Biondo Investment Advisors
Pennsylvania
$11.4M +$11.4M +358,450 New
SFA
307
Sequoia Financial Advisors
Ohio
$11.3M -$844K -26,604 -7%
BAM
308
Belpointe Asset Management
Nevada
$11.2M +$2.04M +64,408 +22%
IAS
309
IMA Advisory Services
Colorado
$11.1M +$3.29M +103,677 +42%
LIM
310
Leavell Investment Management
Alabama
$11.1M +$202K +6,352 +2%
MAG
311
Mayfair Advisory Group
Alabama
$11.1M +$300K +9,462 +3%
IA
312
IFG Advisory
Georgia
$11M +$10.9M +343,866 +14,448%
MCA
313
MSH Capital Advisors
Arizona
$10.9M +$587K +18,518 +6%
VERPA
314
Virginia Estate & Retirement Planning Advisors
Virginia
$10.9M +$334M +10,533,989 New
KA
315
Kure Advisory
Minnesota
$10.9M +$987K +31,103 +10%
RF
316
Robbins Farley
New Hampshire
$10.9M +$1.57M +49,593 +17%
PAYA
317
Phil A. Younker & Associates
Alaska
$10.9M +$2.16M +68,115 +25%
CFG
318
Citizens Financial Group
Rhode Island
$10.8M +$1.05M +33,103 +11%
CAM
319
Cozad Asset Management
Illinois
$10.8M -$232K -7,310 -2%
MSA
320
McAlister Sweet & Associates
Texas
$10.8M +$215K +6,768 +2%
VCP
321
Verus Capital Partners
Arizona
$10.7M +$433K +13,638 +4%
MF
322
Meridian Financial
Massachusetts
$10.7M -$102K -3,229 -1%
AUB
323
Atlantic Union Bankshares
Virginia
$10.6M +$462K +14,564 +5%
FWA
324
Fidelis Wealth Advisors
Colorado
$10.6M -$3.4M -107,251 -24%
JWWM
325
Johnson & White Wealth Management
Pennsylvania
$10.6M +$251K +7,920 +2%
11 12
13
14 15