We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
326
River Wealth Advisors
Pennsylvania
$170K +$171K +10,365 New
CMBA
327
C.M. Bidwell & Associates
Hawaii
$165K – – –
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$161K -$4.2K -255 -3%
SG Americas Securities
329
SG Americas Securities
New York
$151K +$151K +9,201 New
MA
330
MUFG Americas
New York
$148K – – –
PNC Financial Services Group
331
PNC Financial Services Group
Pennsylvania
$141K +$5.24K +318 +4%
WWMSC
332
Wagner Wealth Management (South Carolina)
South Carolina
$127K -$6.96K -423 -5%
HCM
333
Horan Capital Management
Maryland
$121K – – –
SSB
334
Sandy Spring Bank
Maryland
$118K +$30.1K +1,830 +34%
B
335
Bridgeworth
Alabama
$116K +$117K +7,119 New
CPIG
336
Chicago Partners Investment Group
Illinois
$115K – – –
MSA
337
Marino Stram & Associates
Massachusetts
$114K -$7.95K -483 -7%
MWM
338
MinichMacGregor Wealth Management
New York
$109K – – –
FHA
339
First Horizon Advisors
Tennessee
$109K +$109K +6,633 New
KCPG
340
Kavar Capital Partners Group
Kansas
$100K – – –
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$97K -$28.7K -1,743 -23%
WF
342
WealthTrust Fairport
Ohio
$92K – – –
SIAS
343
Shine Investment Advisory Services
Colorado
$89K -$1.19K -72 -1%
IWP
344
Icon Wealth Partners
Texas
$84K +$84.4K +5,130 New
TWA
345
TCI Wealth Advisors
Arizona
$78K +$4.44K +270 +6%
FANJ
346
Financial Architects (New Jersey)
New Jersey
$76K -$33.6K -2,040 -31%
PCP
347
Proficio Capital Partners
Massachusetts
$74K – – –
SPIA
348
Steward Partners Investment Advisory
New York
$65K +$64.8K +3,939 New
JCM
349
Jacobi Capital Management
Pennsylvania
$64K – – –
AF
350
Allworth Financial
California
$61K -$180K -10,905 -75%