We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
751
Roehl & Yi Investment Advisors
Oregon
$2.32M +$426K +16,320 +22%
RAG
752
RIA Advisory Group
Iowa
$2.31M +$90.8K +3,476 +4%
FA
753
Freestate Advisors
Kansas
$2.31M +$130K +4,969 +6%
NFTC
754
North Forty Two & Co
Oregon
$2.3M +$168K +6,450 +8%
OWM
755
Opes Wealth Management
California
$2.27M -$19.2K -735 -0.8%
GWWM
756
Great Waters Wealth Management
Minnesota
$2.27M -$41.6K -1,594 -2%
M
757
MYeCFO
California
$2.25M +$14.9K +572 +0.7%
AL
758
ACAS LLC
California
$2.25M -$30.8K -1,181 -1%
BBA
759
BLB&B Advisors
Pennsylvania
$2.25M -$133K -5,098 -6%
CPP
760
Capasso Planning Partners
South Carolina
$2.25M -$480K -18,397 -18%
AWM
761
Aprio Wealth Management
Georgia
$2.25M +$28K +1,074 +1%
WKSWA
762
White Knight Strategic Wealth Advisors
New Jersey
$2.23M -$6.03K -231 -0.3%
CPC
763
Consolidated Planning Corp
Georgia
$2.22M -$42.3K -1,621 -2%
BWMG
764
Barnes Wealth Management Group
California
$2.22M -$14K -537 -0.6%
CFD
765
Creative Financial Designs
Indiana
$2.22M +$102K +3,898 +5%
RMP
766
Richards, Merrill & Peterson
Washington
$2.21M +$238K +9,098 +12%
SFO
767
Stokes Family Office
Louisiana
$2.21M +$33.1K +1,266 +2%
HC
768
Hurley Capital
New York
$2.21M +$289K +11,055 +15%
V
769
ViaWealth
Kansas
$2.2M -$713K -27,299 -25%
KF
770
Krilogy Financial
Missouri
$2.19M -$3.76K -144 -0.2%
PPW
771
Pasadena Private Wealth
California
$2.19M +$64.6K +2,475 +3%
FNBOMD
772
First National Bank of Mount Dora
Florida
$2.18M – – –
SWM
773
SpringVest Wealth Management
Texas
$2.18M -$497K -19,016 -19%
DW30
774
Drucker Wealth 3.0
New Jersey
$2.17M +$2.08M +79,488 New
BL
775
Balentine LLC
Georgia
$2.16M +$2.04M +78,015 +2,265%
29 30
31
32 33