We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
501
Cabana LLC
Arkansas
$242K +$27.9K +1,488 +13%
CWM
502
Chicago Wealth Management
Illinois
$242K +$235K +12,555 New
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$241K – – –
Prudential Financial
504
Prudential Financial
New Jersey
$241K +$234K +12,495 New
ZCA
505
Zeke Capital Advisors
Pennsylvania
$240K – – –
RCM
506
Rain Capital Management
Oregon
$240K +$3.88K +207 +2%
PWM
507
Paulson Wealth Management
Illinois
$239K – – –
PFM
508
Parsec Financial Management
North Carolina
$239K +$232K +12,396 New
SNBOSD
509
Security National Bank of So Dak
Iowa
$237K – – –
WIA
510
World Investment Advisors
California
$237K +$230K +12,255 New
JA
511
JVL Associates
Michigan
$236K – – –
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$236K +$1.91K +102 +0.8%
AP
513
Appleton Partners
Massachusetts
$236K +$10.1K +540 +5%
FHA
514
First Horizon Advisors
Tennessee
$233K – – –
FPCG
515
Fort Pitt Capital Group
Pennsylvania
$232K -$5.62K -300 -2%
CWM
516
Concentric Wealth Management
California
$232K +$225K +12,015 New
KFGK
517
Keystone Financial Group (Kentucky)
Kentucky
$231K -$213K -11,364 -49%
MSS
518
Mitchell Sinkler & Starr
Pennsylvania
$230K +$223K +11,925 New
DAM
519
Delta Asset Management
Tennessee
$229K +$8.49K +453 +4%
CAL
520
Capital Analysts LLC
Pennsylvania
$228K +$6.74K +360 +3%
TNB
521
TCF National Bank
South Dakota
$228K +$221K +11,799 New
EWM
522
Evermay Wealth Management
Virginia
$228K +$221K +11,805 New
TSWM
523
Triangle Securities Wealth Management
North Carolina
$225K +$219K +11,676 New
BSW
524
Buckingham Strategic Wealth
Missouri
$224K +$218K +11,622 New
RP
525
Rowlandmiller & Partners
Georgia
$222K +$215K +11,475 New