We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
351
Sandy Spring Bank
Maryland
$128K – – –
MWM
352
MinichMacGregor Wealth Management
New York
$118K – – –
SWMG
353
Signature Wealth Management Group
Georgia
$117K +$97.4K +5,628 +375%
CPIG
354
Chicago Partners Investment Group
Illinois
$115K – – –
BAMG
355
Brand Asset Management Group
Missouri
$112K +$109K +6,321 New
WAM
356
Wealthspire Advisors (Maryland)
Maryland
$108K +$3.48K +201 +3%
WF
357
WealthTrust Fairport
Ohio
$100K +$831 +48 +0.9%
SIAS
358
Shine Investment Advisory Services
Colorado
$95K – – –
PAMG
359
Patton Albertson Miller Group
Tennessee
$88K +$93K +5,376 New
SPIA
360
Steward Partners Investment Advisory
New York
$84K +$13.7K +792 +20%
GI
361
Gradient Investments
Minnesota
$84K +$32K +1,848 +64%
FANJ
362
Financial Architects (New Jersey)
New Jersey
$82K +$415 +24 +0.5%
PCP
363
Proficio Capital Partners
Massachusetts
$80K – – –
TWA
364
TCI Wealth Advisors
Arizona
$79K -$4.41K -255 -5%
GP
365
Girard Partners
Pennsylvania
$78K +$76.6K +4,425 New
JCM
366
Jacobi Capital Management
Pennsylvania
$68K – – –
AF
367
Allworth Financial
California
$66K +$415 +24 +0.6%
EWM
368
Elmwood Wealth Management
California
$64.8K – – –
HDIM
369
Hanson & Doremus Investment Management
Vermont
$64K -$986 -57 -2%
BWA
370
BDO Wealth Advisors
Florida
$61K – – –
SEI Investments
371
SEI Investments
Pennsylvania
$58K -$166K -9,600 -75%
BlackRock
372
BlackRock
New York
$55K +$415 +24 +0.8%
IP
373
Intellectus Partners
California
$49K – – –
WEC
374
Winslow Evans & Crocker
Massachusetts
$48K – – –
FHA
375
Flagship Harbor Advisors
Massachusetts
$43K – – –