We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Continuum Advisory
Idaho
$7.3M +$236K +9,033 +3%
FT
402
Fiduciary Trust
Massachusetts
$7.29M -$2.58M -98,621 -26%
Capital Fund Management (CFM)
403
Capital Fund Management (CFM)
France
$7.17M +$1.97M +75,282 +39%
FPGK
404
Financial Partners Group (Kansas)
Kansas
$7.16M +$767K +29,370 +12%
PL
405
Plancorp LLC
Missouri
$7.15M +$21.5K +825 +0.3%
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$7.15M +$1.64M +62,980 +30%
LSA
407
Lion Street Advisors
Texas
$7.1M +$816K +31,227 +13%
NL
408
Navalign LLC
California
$7.07M +$288K +11,014 +4%
CFO
409
Custos Family Office
Texas
$7.04M -$12.4K -475 -0.2%
KA
410
Kure Advisory
Minnesota
$7.04M +$851K +32,601 +14%
WIM
411
WealthPlan Investment Management
Nebraska
$6.97M +$425K +16,289 +7%
TFS
412
Thoroughbred Financial Services
Tennessee
$6.96M -$5.46M -209,056 -44%
AFO
413
Arrowroot Family Office
California
$6.96M +$6.86M +262,507 New
Northern Trust
414
Northern Trust
Illinois
$6.96M -$1.22M -46,646 -15%
AWM
415
Accredited Wealth Management
Kentucky
$6.95M +$377K +14,424 +6%
PNC Financial Services Group
416
PNC Financial Services Group
Pennsylvania
$6.93M +$3.66M +139,990 +115%
NCM
417
NCM Capital Management
New Jersey
$6.91M +$556K +21,278 +9%
PIMG
418
Patriot Investment Management Group
Tennessee
$6.89M -$167K -6,406 -2%
BFWA
419
Benchmark Financial Wealth Advisors
Florida
$6.87M -$320K -12,247 -5%
FIC
420
Family Investment Center
Missouri
$6.8M +$295K +11,299 +5%
BWM
421
Base Wealth Management
Florida
$6.79M +$197K +7,552 +3%
USCWA
422
U.S. Capital Wealth Advisors
Texas
$6.75M +$172K +6,583 +3%
PSCM
423
Per Stirling Capital Management
Texas
$6.69M +$140K +5,374 +2%
YLHM
424
Yelin Lapidot Holdings Management
Israel
$6.67M -$3.08M -118,000 -32%
DCM
425
Donaldson Capital Management
Indiana
$6.64M +$244K +9,336 +4%