We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
801
Vigilant Capital Management
Maine
$206K -$231K -9,072 -52%
PAM
802
Pegasus Asset Management
New York
$206K +$6.48K +255 +3%
KA
803
Klingman & Associates
New York
$205K – – –
WA
804
Waverly Advisors
Alabama
$205K +$198K +7,800 New
AF
805
Alerus Financial
North Dakota
$202K – – –
SFC
806
SYM Financial Corp
Indiana
$195K – – –
CA
807
Clearstead Advisors
Ohio
$193K +$1.22K +48 +0.6%
WWMSC
808
Wagner Wealth Management (South Carolina)
South Carolina
$186K +$1.3K +51 +0.7%
RBC
809
Roble Belko & Company
Pennsylvania
$178K +$112K +4,395 +156%
HR
810
Howe & Rusling
New York
$177K +$98.1K +3,861 +117%
WWM
811
Wolff Wiese Magana
California
$171K +$1.14K +45 +0.7%
FCA
812
FinTrust Capital Advisors
South Carolina
$167K – – –
PMFA
813
Plante Moran Financial Advisors
Michigan
$165K +$70.5K +2,775 +71%
EW
814
Element Wealth
Mississippi
$160K – – –
FPFS
815
First Personal Financial Services
North Carolina
$159K – – –
PK
816
Pflug Koory
Nebraska
$157K – – –
EVM
817
Eaton Vance Management
Massachusetts
$156K -$198K -7,803 -48%
ARIS
818
Advanced Research Investment Solutions
California
$154K +$158K +6,219 New
AIC
819
Archer Investment Corporation
Indiana
$154K +$158K +6,219 New
MRCM
820
M&R Capital Management
New Jersey
$149K +$1.14K +45 +0.8%
DWMG
821
DB Wealth Management Group
California
$147K – – –
SSB
822
Sandy Spring Bank
Maryland
$146K +$7.55K +297 +5%
CCMW
823
Cypress Capital Management (Wyoming)
Wyoming
$144K – – –
TCWA
824
Ten Capital Wealth Advisors
Washington
$144K – – –
HFS
825
HBC Financial Services
Washington
$136K -$15.4K -606 -10%
31 32
33
34 35