We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
701
Intercontinental Wealth Advisors
Texas
$241K – – –
PA
702
Probity Advisors
Texas
$241K +$226K +9,918 New
NP
703
NorthRock Partners
Minnesota
$240K +$224K +9,867 New
Betterment LLC
704
Betterment LLC
New York
$236K -$58.5K -2,574 -21%
AP
705
Appleton Partners
Massachusetts
$236K -$42K -1,845 -16%
HNB
706
Huntington National Bank
Ohio
$236K – – –
MFG
707
Magnus Financial Group
New York
$235K -$41.2K -1,812 -16%
GC
708
Grimes & Company
Massachusetts
$235K -$11.8K -519 -5%
ECM
709
Evergreen Capital Management
Washington
$235K +$1.16K +51 +0.5%
DLCIG
710
D.L. Carlson Investment Group
New Hampshire
$232K +$136 +6 +0.1%
NHC
711
Nicholas Hoffman & Company
Georgia
$230K +$215K +9,453 New
EWA
712
Exencial Wealth Advisors
Oklahoma
$229K +$682 +30 +0.3%
LWANC
713
Laurel Wealth Advisors (North Carolina)
North Carolina
$228K – – –
HFA
714
HC Financial Advisors
California
$226K – – –
MSS
715
Mitchell Sinkler & Starr
Pennsylvania
$226K +$212K +9,300 New
TI
716
Trexquant Investment
Connecticut
$226K +$212K +9,300 New
ODIJL
717
One Day In July LLC
Vermont
$222K +$207K +9,114 New
PCM
718
Palouse Capital Management
Washington
$221K +$207K +9,105 New
PAM
719
Peak Asset Management
Colorado
$219K +$205K +9,000 New
PP
720
PDS Planning
Ohio
$216K +$1.43K +63 +0.7%
RGC
721
Roberts, Glore & Co
Illinois
$215K +$201K +8,835 New
LFAS
722
Level Four Advisory Services
Texas
$212K +$198K +8,712 New
RBCM
723
Raub Brock Capital Management
California
$212K +$198K +8,724 New
FFA
724
Founders Financial Alliance
North Carolina
$211K +$189K +8,313 New
CWM
725
Concentric Wealth Management
California
$211K +$197K +8,673 New