We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Souders Financial Advisors
Ohio
$25M +$1.02M +39,267 +4%
PAS
77
Park Avenue Securities
New York
$25M +$13M +500,469 +118%
MAM
78
McCarthy Asset Management
California
$24.6M +$441K +16,959 +2%
VDI
79
Vaughan David Investments
Illinois
$24.1M +$2.25M +86,595 +11%
MAM
80
Marquette Asset Management
Minnesota
$24M +$826K +31,803 +4%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$24M +$2.29M +88,164 +11%
HCM
82
Hengehold Capital Management
Ohio
$24M -$128K -4,926 -0.6%
CPA
83
Clear Perspective Advisors
Illinois
$23.9M +$380K +14,646 +2%
Stifel Financial
84
Stifel Financial
Missouri
$23.6M +$12.4M +476,268 +119%
AFA
85
AllGen Financial Advisors
Florida
$23.5M +$758K +29,193 +3%
CA
86
Capital Advantage
California
$23.5M -$602K -23,160 -3%
SL
87
Systelligence LLC
Minnesota
$23.3M -$22.3M -858,249 -50%
DP
88
DDD Partners
Washington
$23.1M -$762K -29,337 -3%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$22.2M +$2.04M +78,582 +11%
PAG
90
Private Advisor Group
New Jersey
$21.9M -$6.54M -251,670 -24%
MWM
91
Minot Wealth Management
Massachusetts
$21.5M +$4.9M +188,700 +31%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$21M -$118K -4,533 -0.6%
FANJ
93
Financial Architects (New Jersey)
New Jersey
$20.7M +$1.6M +61,398 +9%
DIP
94
DT Investment Partners
Pennsylvania
$20.5M +$693K +26,673 +4%
HWM
95
HB Wealth Management
Georgia
$20.5M +$19.8M +761,046 New
CT
96
Cambridge Trust
Massachusetts
$20.2M -$243K -9,342 -1%
UCFA
97
United Capital Financial Advisors
Texas
$20.1M -$64K -2,463 -0.3%
OWM
98
Olympus Wealth Management
Utah
$19.4M +$18.7M +721,434 New
IA
99
IFP Advisors
Florida
$19M +$719K +27,687 +4%
AWM
100
AE Wealth Management
Kansas
$18.9M -$3.88M -149,346 -18%