We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
76
SignatureFD
Georgia
$214K +$47.9K +3,822 +30%
DG
77
Davidson & Garrard
Virginia
$214K +$210K +16,740 New
GAM
78
Garrison Asset Management
Arkansas
$214K +$210K +16,755 New
TNBTD
79
Trustmark National Bank Trust Department
Mississippi
$210K – – –
EWM
80
Edge Wealth Management
New York
$205K -$23.4K -1,869 -10%
WRM
81
Westport Resources Management
Connecticut
$189K -$9.4K -750 -5%
Ameriprise
82
Ameriprise
Minnesota
$179K -$10K -801 -5%
DAM
83
Delta Asset Management
Tennessee
$146K – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$143K -$5.72K -456 -4%
MFS
85
MSI Financial Services
Massachusetts
$136K +$61.4K +4,899 +86%
PI
86
Placemark Investments
Illinois
$127K +$49.8K +3,972 +67%
WC
87
Whitnell & Co
Illinois
$115K +$113K +9,000 New
WF
88
WealthTrust Fairport
Ohio
$86K +$84.2K +6,711 New
VIA
89
Vantage Investment Advisors
Pennsylvania
$77K +$47.5K +3,786 +166%
HDIM
90
Hanson & Doremus Investment Management
Vermont
$45K +$27.8K +2,214 +172%
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$29K +$28.9K +2,307 New
OIA
92
Optimum Investment Advisors
Illinois
$27K – – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$27K +$188 +15 +0.7%
Creative Planning
94
Creative Planning
Kansas
$23K – – –
WAM
95
Wallington Asset Management
Indiana
$23K – – –
WA
96
WealthTrust-Arizona
Arizona
$21K +$1.77K +141 +9%
BRWA
97
B. Riley Wealth Advisors
Florida
$15.4K +$15.2K +1,209 New
MWP
98
MYCIO Wealth Partners
Pennsylvania
$12K -$18.7K -1,494 -62%
FANJ
99
Financial Architects (New Jersey)
New Jersey
$12K +$11.5K +918 New
PTC
100
Private Trust Company
Ohio
$11K – – –