We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
326
Berkeley Inc
Idaho
$9.58M +$4.67M +171,471 +102%
CST
327
Charles Schwab Trust
Nevada
$9.44M +$52.5K +1,926 +0.6%
PS
328
Principal Securities
Iowa
$9.41M -$754K -27,678 -8%
SSWM
329
Sheets Smith Wealth Management
North Carolina
$9.39M -$175K -6,429 -2%
ECG
330
Edge Capital Group
Georgia
$9.32M +$644K +23,646 +8%
JWS
331
Juncture Wealth Strategies
Arizona
$9.25M +$300K +10,995 +3%
HGERS
332
Householder Group Estate & Retirement Specialist
Arizona
$9.2M +$263K +9,663 +3%
DCM
333
Davis Capital Management
Florida
$9.04M -$133K -4,881 -1%
TA
334
TruWealth Advisors
Louisiana
$8.99M -$102K -3,744 -1%
JGCM
335
Joseph Group Capital Management
Ohio
$8.88M +$494K +18,141 +6%
SHFP
336
Second Half Financial Partners
Florida
$8.84M +$8.55M +313,689 New
OHWP
337
Oak Harbor Wealth Partners
North Carolina
$8.83M +$445K +16,344 +6%
Envestnet Portfolio Solutions
338
Envestnet Portfolio Solutions
Illinois
$8.82M +$475K +17,439 +6%
KWM
339
Kingsview Wealth Management
Oregon
$8.8M +$1.39M +51,081 +20%
IIA
340
Integral Investment Advisors
California
$8.69M +$557K +20,457 +7%
MS
341
Madden Securities
Texas
$8.65M -$48.2K -1,770 -0.6%
CAG
342
Curtis Advisory Group
California
$8.61M +$81K +2,973 +1%
DC
343
Davenport & Co
Virginia
$8.57M +$549K +20,151 +7%
BFWA
344
Benchmark Financial Wealth Advisors
Florida
$8.56M +$522K +19,158 +7%
HAS
345
HBW Advisory Services
California
$8.56M -$449K -16,476 -5%
MCA
346
Magnolia Capital Advisors
Mississippi
$8.55M -$130K -4,782 -2%
CGF
347
Constant Guidance Financial
Massachusetts
$8.48M +$7.44M +273,207 +982%
JWBC
348
John W. Brooker & Co
California
$8.46M +$203K +7,464 +3%
BCI
349
Brinker Capital Investments
Pennsylvania
$8.46M +$2.72M +99,795 +50%
OPS
350
Orion Portfolio Solutions
Nebraska
$8.46M +$2.72M +99,795 +50%