We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$55.9M +$4.46M +186,861 +9%
OIA
52
OneDigital Investment Advisors
Kansas
$55.3M -$2.13M -89,049 -4%
LA
53
LVW Advisors
New York
$55.1M +$12.7M +532,602 +31%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$54.9M -$1.59M -66,564 -3%
PAG
55
Private Advisor Group
New Jersey
$54.8M +$8.89M +372,087 +20%
BFS
56
Bard Financial Services
Connecticut
$53.3M +$981K +41,079 +2%
CFS
57
CGC Financial Services
Oregon
$50.1M +$49.5M +2,070,873 New
CAN
58
Cetera Advisor Networks
California
$50M -$1.1M -45,993 -2%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$48.7M -$41.2M -1,724,991 -46%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$47.9M +$1.19M +49,698 +3%
PA
61
Pinnacle Associates
New York
$47.5M +$604K +25,290 +1%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$46.9M +$1.28M +53,394 +3%
CA
63
Cetera Advisors
Colorado
$46.7M +$1.51M +63,009 +3%
BFG
64
Bouchey Financial Group
New York
$44.6M +$2.68M +112,179 +6%
HFS
65
Howard Financial Services
Texas
$44M -$1.26M -52,641 -3%
HWAM
66
Hennion & Walsh Asset Management
New Jersey
$41.5M +$2.97M +124,134 +8%
LFS
67
Legacy Financial Strategies
Kansas
$40.5M +$594K +24,849 +2%
SAM
68
Summit Asset Management
Tennessee
$39.8M +$500K +20,928 +1%
DCM
69
Davidson Capital Management
Texas
$39.2M +$347K +14,538 +0.9%
JFA
70
JNBA Financial Advisors
Minnesota
$39.2M +$9.4M +393,399 +32%
TF
71
TimeScale Financial
Massachusetts
$39.1M +$162K +6,774 +0.4%
HWM
72
HB Wealth Management
Georgia
$38.5M -$314K -13,140 -0.8%
JWM
73
Janiczek Wealth Management
Colorado
$38.3M -$2.65M -111,024 -7%
SAM
74
Securian Asset Management
Minnesota
$38.3M -$23.7M -993,000 -39%
AWS
75
Atria Wealth Solutions
New York
$37.4M -$3M -125,451 -8%