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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$136M +$133M +5,381,352 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$133M +$29.2M +1,183,314 +29%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$117M +$25.4M +1,029,276 +29%
KeyBank National Association
29
KeyBank National Association
Ohio
$115M +$17.3M +701,124 +18%
HighTower Advisors
30
HighTower Advisors
Illinois
$114M +$26.5M +1,074,957 +31%
Creative Planning
31
Creative Planning
Kansas
$110M +$24.7M +1,002,231 +30%
CCWM
32
Cassaday & Co Wealth Management
Virginia
$107M +$105M +4,243,050 New
CTC
33
Central Trust Company
Missouri
$106M +$16.5M +669,912 +19%
RJA
34
Raymond James & Associates
Florida
$105M +$13.7M +553,599 +15%
KFP
35
Keystone Financial Planning
Ohio
$105M +$12.4M +500,649 +14%
AAIM
36
Asset Advisors Investment Management
Georgia
$102M +$14.9K +603 +0%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$102M +$31.7M +1,285,947 +47%
SW
38
SVB Wealth
Massachusetts
$99.8M +$6.96M +282,003 +8%
HWA
39
HHM Wealth Advisors
Tennessee
$97.2M +$2.7M +109,581 +3%
MML Investors Services
40
MML Investors Services
Massachusetts
$89.5M +$34.1M +1,381,722 +64%
FFN
41
Focus Financial Network
Minnesota
$87.7M +$4.42M +179,268 +5%
Truist Financial
42
Truist Financial
North Carolina
$87.1M +$15.7M +635,946 +23%
PA
43
Parallel Advisors
California
$85.2M +$38.6M +1,562,376 +86%
OIA
44
OneDigital Investment Advisors
Kansas
$79.1M +$29.8M +1,205,763 +62%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$76.8M +$2.62M +106,266 +4%
Charles Schwab
46
Charles Schwab
California
$74.8M +$8.81M +356,859 +14%
KAS
47
Kestra Advisory Services
Texas
$66.2M +$3.06M +123,813 +5%
SAM
48
Securian Asset Management
Minnesota
$64.8M
Stifel Financial
49
Stifel Financial
Missouri
$64.7M +$23.4M +947,325 +58%
DADC
50
D.A. Davidson & Co
Montana
$63.8M +$3.98M +161,217 +7%