We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DY
901
Dowling & Yahnke
California
$306K +$76 +3 +0%
LIA
902
LBMC Investment Advisors
Tennessee
$304K -$683K -26,850 -68%
Heritage Wealth Advisors
903
Heritage Wealth Advisors
Virginia
$304K – – –
Obermeyer Wealth Partners
904
Obermeyer Wealth Partners
Colorado
$304K – – –
SA
905
Strategic Advisors
New York
$304K +$153 +6 +0%
AIM
906
Acropolis Investment Management
Missouri
$302K +$18.2K +717 +6%
RF
907
RHS Financial
California
$301K -$833K -32,730 -72%
EWP
908
Engrave Wealth Partners
Texas
$300K -$31.6M -1,243,497 -99%
Clearstead Advisors
909
Clearstead Advisors
Ohio
$300K -$135K -5,304 -30%
PP
910
Patten & Patten
Tennessee
$300K +$3.05K +120 +1%
SB
911
Simmons Bank
Arkansas
$300K +$36.4K +1,431 +13%
ESB
912
Essex Savings Bank
Connecticut
$299K – – –
SNBOSD
913
Security National Bank of So Dak
Iowa
$299K – – –
Principal Financial Group
914
Principal Financial Group
Iowa
$298K -$10.2K -402 -3%
AIC
915
Argus Investors Counsel
New York
$296K – – –
WA
916
Wealth Alliance
New York
$295K +$315K +12,372 New
CA
917
Crewe Advisors
Utah
$294K +$278K +10,917 +779%
AFG
918
Alterity Financial Group
Maine
$292K +$311K +12,228 New
NWMG
919
National Wealth Management Group
Ohio
$288K +$307K +12,075 New
JCM
920
J2 Capital Management
Michigan
$287K +$305K +12,000 New
LWA
921
LWS Wealth Advisors
New Jersey
$286K +$2.98K +117 +1%
KFGK
922
Keystone Financial Group (Kentucky)
Kentucky
$285K -$118K -4,626 -28%
PP
923
PDS Planning
Ohio
$285K +$2.75K +108 +0.9%
Glenmede Trust
924
Glenmede Trust
Pennsylvania
$284K +$186K +7,317 +158%
SNBOSCI
925
Security National Bank of Sioux City Iowa
Iowa
$281K – – –