We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
301
Valley Forge Investment Consultants
Pennsylvania
$1.65M +$1.57M +77,307 New
LWM
302
Laidlaw Wealth Management
New York
$1.65M +$1.56M +77,022 New
KIC
303
Keating Investment Counselors
Florida
$1.64M -$12.5K -615 -0.8%
LWM
304
Loveless Wealth Management
Montana
$1.64M +$42.5K +2,094 +3%
H
305
HoyleCohen
California
$1.62M +$59.7K +2,943 +4%
SFMG
306
Sage Financial Management Group
Virginia
$1.61M +$1.53M +75,504 New
WWM
307
Western Wealth Management
Colorado
$1.61M +$80.6K +3,975 +6%
CWS
308
Cypress Wealth Services
California
$1.61M +$1.52M +75,180 New
Northern Trust
309
Northern Trust
Illinois
$1.6M +$192K +9,468 +14%
EA
310
Emerald Advisors
Washington
$1.6M +$78.5K +3,870 +5%
PCWA
311
Pacific Capital Wealth Advisors
California
$1.6M +$569K +28,053 +60%
RA
312
Rodgers & Associates
Pennsylvania
$1.59M +$1.5M +74,172 New
FWI
313
Facet Wealth Inc
Maryland
$1.55M +$1.47M +72,684 New
CAL
314
Capital Analysts LLC
Pennsylvania
$1.54M +$246K +12,120 +20%
OWM
315
Opes Wealth Management
California
$1.54M -$71.5K -3,525 -5%
TAM
316
Townsend Asset Management
North Carolina
$1.53M +$24K +1,185 +2%
EFS
317
Essex Financial Services
Connecticut
$1.53M +$2.62K +129 +0.2%
AC
318
Abbrea Capital
California
$1.52M +$84.7K +4,176 +6%
GIA
319
GHP Investment Advisors
Colorado
$1.51M +$116K +5,697 +9%
PPP
320
Private Portfolio Partners
New Jersey
$1.5M +$157K +7,734 +12%
HL
321
HeadInvest LLC
Maine
$1.5M +$48.7K +2,400 +4%
KM
322
Kalos Management
Georgia
$1.49M -$502K -24,762 -26%
MS
323
Madden Securities
Texas
$1.47M +$374K +18,468 +37%
ACM
324
Alpha Capital Management
Texas
$1.47M -$4.62K -228 -0.3%
LWAC
325
Laurel Wealth Advisors (California)
California
$1.47M +$289K +14,274 +26%