We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
676
Carlton Hofferkamp & Jenks Wealth Management
Texas
$270K -$27.3K -1,200 -10%
PFM
677
Parsec Financial Management
North Carolina
$270K -$3.21K -141 -1%
AP
678
Adero Partners
California
$270K – – –
BBA
679
BLB&B Advisors
Pennsylvania
$269K – – –
TNB
680
TCF National Bank
South Dakota
$269K +$682 +30 +0.3%
SP
681
Successful Portfolios
Florida
$268K -$19.7K -864 -7%
AFS
682
Annapolis Financial Services
Maryland
$268K – – –
PA
683
Perennial Advisors
New York
$265K +$248K +10,887 New
1SB
684
1ST Source Bank
Indiana
$264K +$247K +10,875 New
WCA
685
Westover Capital Advisors
Delaware
$263K +$8.26K +363 +3%
BA
686
Bridge Advisory
California
$262K +$205 +9 +0.1%
DI
687
Disciplined Investments
Oklahoma
$261K +$1.71K +75 +0.7%
CAL
688
Capital Advisors Ltd
Ohio
$261K +$75.1K +3,300 +44%
HAC
689
Harbor Advisory Corp
New Hampshire
$261K +$244K +10,737 New
PS
690
Planned Solutions
California
$258K +$2.59K +114 +1%
SWA
691
Stratos Wealth Advisors
Ohio
$258K +$242K +10,623 New
HCIA
692
Hochman Cole Investment Advisors
Illinois
$257K +$1.71K +75 +0.7%
RCA
693
Resonant Capital Advisors
Wisconsin
$256K +$239K +10,515 New
CC
694
Cadinha & Co
Hawaii
$255K -$2.73K -120 -1%
MWA
695
Meridian Wealth Advisors
Texas
$255K – – –
AFG
696
Arkansas Financial Group
Arkansas
$243K – – –
DT
697
Diversified Trust
Tennessee
$243K +$1.57K +69 +0.7%
GW
698
GW & Wade
Massachusetts
$243K +$227K +9,987 New
FG
699
Foster Group
Iowa
$241K – – –
IWA
700
Intercontinental Wealth Advisors
Texas
$241K – – –
26 27
28
29 30