We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
626
Filbrandt Wealth Management
Wisconsin
$11K +$10.5K +624 New
BFIM
627
Beese Fulmer Investment Management
Ohio
$9K +$8.97K +531 New
AWA
628
Arkadios Wealth Advisors
Georgia
$7.8K – – –
FA
629
Faithward Advisors
Pennsylvania
$7K -$15.2K -900 -68%
RIA
630
RPG Investment Advisory
California
$7K – – –
ZB
631
Zions Bancorporation
Utah
$7K – – –
TL
632
TrueWealth LLC
Georgia
$5K -$553K -32,736 -99%
AIP
633
Ameritas Investment Partners
Nebraska
$5K – – –
IFAM
634
Institutional & Family Asset Management
Colorado
$5K – – –
LB
635
Legacy Bridge
Iowa
$5K – – –
NG
636
NWK Group
California
$5K – – –
QCMC
637
Quantum Capital Management (California)
California
$5K – – –
SCA
638
Stonebridge Capital Advisors
Minnesota
$5K +$4.41K +261 New
Bessemer Group
639
Bessemer Group
New Jersey
$5K +$5.07K +300 New
MA
640
MCF Advisors
Kentucky
$4K -$84.5K -5,001 -95%
IWP
641
IAG Wealth Partners
Wisconsin
$4K – – –
LAS
642
Lloyd Advisory Services
Georgia
$3K -$586K -34,689 -99%
BWP
643
Baldwin Wealth Partners
Massachusetts
$3K – – –
SIS
644
Sound Income Strategies
Florida
$3K – – –
DOA
645
D'Orazio & Associates
Virginia
$2K -$96.8K -5,733 -98%
PO
646
Private Ocean
California
$2K -$35.5K -2,100 -93%
TIM
647
Tortoise Investment Management
New York
$2K – – –
DTIM
648
Danda Trouve Investment Management
Kansas
$1K – – –
EK
649
Evensky & Katz
Florida
$1K – – –
JWA
650
JFS Wealth Advisors
Pennsylvania
$1K – – –