We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
576
Epstein & White Financial
California
$305K -$61.6K -3,036 -18%
LBC
577
Lowe Brockenbrough & Co
Virginia
$302K +$13.6K +672 +5%
HIC
578
Holderness Investments Company
North Carolina
$299K +$608 +30 +0.2%
AIP
579
Almanack Investment Partners
Pennsylvania
$298K -$8.71M -429,570 -97%
SWA
580
Sutton Wealth Advisors
Florida
$297K – – –
AW
581
ACG Wealth
Georgia
$297K +$282K +13,890 New
RZH
582
Relyea Zuckerberg Hanson
Connecticut
$297K +$282K +13,902 New
AWM
583
Aprio Wealth Management
Georgia
$292K -$246K -12,135 -47%
OWP
584
Obermeyer Wealth Partners
Colorado
$287K – – –
FM
585
Foster & Motley
Ohio
$284K +$18.9K +930 +8%
EVM
586
Eaton Vance Management
Massachusetts
$283K +$20.8K +1,026 +8%
CG
587
Cutler Group
California
$282K +$268K +13,200 New
OMIC
588
Old Mission Investment Co
Michigan
$280K +$265K +13,080 New
AFAS
589
Acorn Financial Advisory Services
Virginia
$279K – – –
JCM
590
Jacobi Capital Management
Pennsylvania
$279K +$38.7K +1,908 +17%
PTC
591
Private Trust Company
Ohio
$277K -$282K -13,899 -52%
MHR
592
Matthew Hamilton Rosenberg
$277K +$74.6K +3,681 +40%
HWA
593
Heritage Wealth Advisors
Virginia
$272K – – –
JIC
594
Joel Isaacson & Co
New York
$272K +$258K +12,729 New
DP
595
DDD Partners
Washington
$270K -$58K -2,862 -18%
HTC
596
Haverford Trust Company
Pennsylvania
$269K -$28.4K -1,401 -10%
PCA
597
Personal Capital Advisors
California
$269K +$255K +12,585 New
TC
598
Tatro Capital
Kentucky
$268K +$254K +12,513 New
PP
599
Patten & Patten
Tennessee
$266K -$197K -9,720 -44%
RCM
600
Rain Capital Management
Oregon
$266K -$7.24K -357 -3%
22 23
24
25 26