We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
826
Principal Financial Group
Iowa
$447K +$186K +7,674 +61%
TF
827
Trek Financial
Arizona
$444K -$3.21K -132 -0.7%
5L
828
55I LLC
Massachusetts
$443K -$24.1K -990 -5%
CFA
829
Cahill Financial Advisors
Minnesota
$435K +$8.31K +342 +2%
MCWS
830
McKinley Carter Wealth Services
West Virginia
$434K
VWM
831
Vigilare Wealth Management
Arizona
$434K +$113K +4,656 +31%
OFG
832
Omega Financial Group
California
$430K -$119K -4,893 -20%
AWM
833
Angeles Wealth Management
California
$430K +$4.67K +192 +1%
ALWM
834
Andrews Lucia Wealth Management
California
$430K +$472K +19,440 New
MWP
835
Madison Wealth Partners
Wisconsin
$429K -$44.7K -1,839 -9%
ZIM
836
Zacks Investment Management
Illinois
$428K +$247K +10,155 +111%
LWM
837
Lyell Wealth Management
California
$426K +$66.5K +2,739 +17%
PFM
838
Parsec Financial Management
North Carolina
$426K +$94K +3,870 +25%
Allspring Global Investments
839
Allspring Global Investments
North Carolina
$423K +$186K +7,674 +67%
CT
840
Clearstead Trust
Maine
$417K +$458K +18,834 New
FA
841
FC Advisory
Pennsylvania
$416K -$103K -4,242 -18%
M&T Bank
842
M&T Bank
New York
$414K -$18.9K -780 -4%
CSI
843
Cross Staff Investments
New York
$414K
EVM
844
Eaton Vance Management
Massachusetts
$413K +$1.31K +54 +0.3%
BFC
845
Bedel Financial Consulting
Indiana
$408K -$5.25K -216 -1%
AFA
846
American Financial Advisors
Georgia
$408K +$44K +1,812 +11%
RCM
847
Rain Capital Management
Oregon
$404K +$3.79K +156 +0.9%
ES
848
ETF Store
Kansas
$404K +$83.2K +3,426 +23%
HTC
849
Haverford Trust Company
Pennsylvania
$401K
S
850
SignatureFD
Georgia
$397K -$116K -4,782 -21%