We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRS
26
Pinkerton Retirement Specialists
Idaho
$24.6M +$10.8M +637,620 +81%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$24.5M +$93.4K +5,532 +0.4%
SAM
28
Summit Asset Management
Tennessee
$24.3M +$78.9K +4,674 +0.3%
ETS
29
ESL Trust Services
New York
$21.8M +$21.4M +1,265,250 New
GKWIM
30
Gerber Kawasaki Wealth & Investment Management
California
$20.1M +$2.44M +144,393 +14%
HFS
31
Howard Financial Services
Texas
$19M -$621K -36,759 -3%
CG
32
Colony Group
Massachusetts
$18.4M -$415K -24,564 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$18.2M -$636K -37,677 -3%
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$18M +$999K +59,130 +6%
CTC
35
Central Trust Company
Missouri
$17.4M -$6.54M -386,964 -28%
OWM
36
Orgel Wealth Management
Wisconsin
$17.3M -$4.9M -290,007 -22%
FMT
37
First Mercantile Trust
Tennessee
$17.3M -$4M -237,021 -19%
MAP
38
Milestone Advisory Partners
North Carolina
$16.7M +$16.4M +970,488 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$15.7M +$4.52M +267,417 +42%
PMG
40
ProVise Management Group
Florida
$14.9M +$87.3K +5,169 +0.6%
VA
41
Valmark Advisers
Ohio
$14.8M +$175K +10,350 +1%
JFA
42
JNBA Financial Advisors
Minnesota
$14.3M +$3.18M +188,280 +29%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$14.3M
AWM
44
AE Wealth Management
Kansas
$14.2M -$2.41M -142,461 -15%
HCM
45
Hengehold Capital Management
Ohio
$14.2M +$428K +25,338 +3%
JWM
46
Janiczek Wealth Management
Colorado
$13.9M -$1.63M -96,504 -11%
KFP
47
Keystone Financial Planning
Ohio
$13.8M -$8.52M -504,789 -39%
SL
48
Systelligence LLC
Minnesota
$13.6M +$12M +711,615 +930%
HB
49
Homrich & Berg
Georgia
$13.5M -$211K -12,489 -2%
CPA
50
Clear Perspective Advisors
Illinois
$13.3M +$326K +19,299 +3%