We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
426
Intercontinental Wealth Advisors
Texas
$202K – – –
BBA
427
BLB&B Advisors
Pennsylvania
$200K +$199K +11,295 New
PA
428
Parallel Advisors
California
$190K +$27.3K +1,551 +17%
Bank of Montreal
429
Bank of Montreal
Ontario, Canada
$178K -$66K -3,753 -27%
CAL
430
Capital Analysts LLC
Pennsylvania
$176K +$47K +2,670 +37%
EWM
431
Executive Wealth Management
Michigan
$172K -$16.4K -933 -9%
SPIA
432
Steward Partners Investment Advisory
New York
$158K +$158K +8,964 New
LWA
433
Lenox Wealth Advisors
New York
$134K +$133K +7,575 New
PNC Financial Services Group
434
PNC Financial Services Group
Pennsylvania
$128K +$75.7K +4,305 +149%
HCM
435
Horan Capital Management
Maryland
$124K – – –
RCG
436
Ruggie Capital Group
Florida
$115K +$104K +5,919 +1,049%
FPFS
437
First Personal Financial Services
North Carolina
$113K – – –
BAMG
438
Brand Asset Management Group
Missouri
$112K – – –
CCMW
439
Cypress Capital Management (Wyoming)
Wyoming
$111K – – –
FIA
440
FNY Investment Advisers
New York
$111K +$111K +6,318 New
HI
441
Hudock Inc
Pennsylvania
$107K +$104K +5,886 +2,803%
PW
442
Price Wealth
Texas
$103K +$102K +5,820 New
SIAS
443
Shine Investment Advisory Services
Colorado
$96K – – –
LFG
444
LifePlan Financial Group
Ohio
$96K +$37.2K +2,115 +64%
SSB
445
Sandy Spring Bank
Maryland
$95K – – –
SIC
446
Salem Investment Counselors
North Carolina
$86K +$85.8K +4,881 New
JCM
447
Jacobi Capital Management
Pennsylvania
$82K +$19K +1,080 +30%
VFA
448
Valeo Financial Advisors
Indiana
$82K +$59.7K +3,393 +270%
PCP
449
Proficio Capital Partners
Massachusetts
$80K – – –
TWA
450
TCI Wealth Advisors
Arizona
$80K +$528 +30 +0.7%