We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
Howard Financial Services
Texas
$61.9M +$264K +8,306 +0.4%
SIG
52
Spinnaker Investment Group
California
$61.3M +$6.92M +218,105 +13%
SFWA
53
Summit Financial Wealth Advisors
Louisiana
$61M +$106K +3,339 +0.2%
UCFA
54
United Capital Financial Advisors
Texas
$60.9M +$315K +9,915 +0.5%
CFO
55
CVA Family Office
Colorado
$60.5M -$159K -5,021 -0.3%
BCM
56
Brookstone Capital Management
Illinois
$59.9M +$35.7M +1,124,540 +147%
AIA
57
Allied Investment Advisors
Montana
$59.3M +$1.74M +54,773 +3%
BF
58
BOK Financial
Oklahoma
$59.3M +$1.86M +58,656 +3%
SI
59
Stephens Inc
Arkansas
$59.3M +$1.94M +61,061 +3%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$58.4M +$6.33M +199,375 +12%
FFN
61
Focus Financial Network
Minnesota
$57.7M -$5.23M -164,885 -8%
MSFS
62
Main Street Financial Solutions
Pennsylvania
$57.6M +$2.88M +90,765 +5%
WF
63
Whelan Financial
California
$56.7M +$423K +13,332 +0.8%
HWM
64
HB Wealth Management
Georgia
$56.5M +$4.36M +137,402 +8%
MA
65
MCF Advisors
Kentucky
$56.3M -$1.98M -62,371 -3%
BPA
66
Beacon Pointe Advisors
California
$55.8M -$60.4K -1,903 -0.1%
SPIA
67
Steward Partners Investment Advisory
New York
$54.5M +$3.75M +118,317 +7%
SCA
68
Scott Capital Advisors
Oregon
$54.5M -$342K -10,788 -0.6%
NQWM
69
Northwest Quadrant Wealth Management
Oregon
$54.5M +$2.38M +75,151 +5%
BFS
70
Burkett Financial Services
South Carolina
$54.2M -$460K -14,487 -0.8%
GKWIM
71
Gerber Kawasaki Wealth & Investment Management
California
$53.9M -$952K -30,010 -2%
KMWM
72
Keudell/Morrison Wealth Management
Oregon
$53.6M +$5.07M +159,943 +10%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$53.5M +$607K +19,137 +1%
SVWA
74
Sarver Vrooman Wealth Advisors
Missouri
$53.4M +$222K +7,002 +0.4%
CFS
75
CGC Financial Services
Oregon
$52.1M +$814K +25,674 +2%