We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
476
WealthPLAN Partners
Nebraska
$5.57M -$148K -5,655 -3%
AFG
477
Atomi Financial Group
New York
$5.57M +$627K +24,004 +13%
IA
478
Insight Advisors
Pennsylvania
$5.56M +$407K +15,598 +8%
BIA
479
Barry Investment Advisors
Massachusetts
$5.5M +$239K +9,154 +5%
BFP
480
Beacon Financial Planning
Massachusetts
$5.5M -$213K -8,150 -4%
MLICM
481
Metropolitan Life Insurance Company (MetLife)
New York
$5.42M +$723K +27,700 +16%
TWA
482
Talisman Wealth Advisors
New Jersey
$5.39M -$26.4K -1,009 -0.5%
DAS
483
DMKC Advisory Services
Iowa
$5.39M +$1.21M +46,216 +30%
FF
484
Friday Financial
Iowa
$5.39M -$134K -5,129 -2%
LPT
485
Legacy Private Trust
Wisconsin
$5.38M -$39.2K -1,501 -0.7%
AWM
486
Apollon Wealth Management
South Carolina
$5.36M -$178K -6,834 -3%
AAP
487
Arax Advisory Partners
Colorado
$5.3M -$27.9K -1,069 -0.5%
AWMG
488
Alliance Wealth Management Group
New Jersey
$5.26M -$247K -9,462 -5%
TCM
489
Towercrest Capital Management
Pennsylvania
$5.26M -$247K -9,462 -5%
AOWM
490
Alpha Omega Wealth Management
Virginia
$5.24M +$87.4K +3,348 +2%
UBG
491
United Bank (Georgia)
Georgia
$5.19M +$244K +9,351 +5%
TA
492
TrueWealth Advisors
Alabama
$5.17M -$387K -14,836 -7%
KWA
493
Kellett Wealth Advisors
Ohio
$5.13M +$292K +11,198 +6%
SAM
494
Smartleaf Asset Management
Massachusetts
$5.11M +$393K +15,032 +8%
AQR Capital Management
495
AQR Capital Management
Connecticut
$5.1M -$132K -5,072 -3%
PFPT
496
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.09M +$14.2K +545 +0.3%
HA
497
Hofer & Associates
California
$5.06M -$744K -28,479 -13%
SWM
498
Spire Wealth Management
Virginia
$5.05M -$2.59M -99,271 -34%
KIA
499
KCM Investment Advisors
California
$5.03M -$122K -4,673 -2%
MWG
500
Martin Worley Group
Utah
$4.99M +$377K +14,429 +8%