We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$61.6M +$6.24M +252,924 +12%
AAS
52
Ameritas Advisory Services
Nebraska
$60.4M +$12.6M +509,031 +27%
CFO
53
CVA Family Office
Colorado
$55.5M +$1.21M +48,927 +2%
BFS
54
Bard Financial Services
Connecticut
$50.9M +$5.04M +204,327 +11%
JWM
55
Janiczek Wealth Management
Colorado
$49.8M +$15.6M +633,183 +49%
VA
56
Valmark Advisers
Ohio
$49.5M +$4.32M +175,161 +10%
CAN
57
Cetera Advisor Networks
California
$48.2M +$16.4M +665,043 +53%
HFS
58
Howard Financial Services
Texas
$47.5M +$1.51M +60,978 +3%
BWL
59
Bogart Wealth LLC
Virginia
$47.1M +$1.1M +44,520 +2%
CFB
60
Cullen/Frost Bankers
Texas
$46.7M +$6.39M +258,822 +16%
PA
61
Pinnacle Associates
New York
$46.5M +$2.41M +97,467 +6%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$46.1M +$2.94M +118,938 +7%
AWS
63
Atria Wealth Solutions
New York
$44.2M +$4.52M +183,105 +12%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$43.1M +$14.2M +576,453 +51%
BFG
65
Bouchey Financial Group
New York
$42.3M +$40.8M +1,654,293 +6,587%
LFS
66
Legacy Financial Strategies
Kansas
$41.5M +$312K +12,660 +0.8%
CA
67
Cetera Advisors
Colorado
$41M +$3.4M +137,703 +9%
SAM
68
Summit Asset Management
Tennessee
$40.8M -$26.5K -1,074 -0.1%
HWAM
69
Hennion & Walsh Asset Management
New Jersey
$40.1M -$1.21M -49,221 -3%
HWM
70
HB Wealth Management
Georgia
$39.7M +$747K +30,282 +2%
BDWCC
71
B&D White Capital Company
Texas
$37.1M -$4.32M -174,933 -11%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$36.7M +$7.68M +311,331 +27%
TF
73
TimeScale Financial
Massachusetts
$36.5M
WF
74
Whelan Financial
California
$36M +$8.41M +340,734 +31%
SHJ
75
Sharkey, Howes & Javer
Colorado
$35.8M +$10.9M +441,354 +45%