We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
76
Central Trust Company
Missouri
$43M -$4.28M -150,490 -9%
TLFA
77
True Link Financial Advisors
California
$42.9M +$966K +33,968 +2%
BFS
78
Burkett Financial Services
South Carolina
$42.1M +$165K +5,815 +0.4%
AWC
79
Adamsbrown Wealth Consultants
Kansas
$41.9M +$663K +23,306 +2%
EH
80
Equitable Holdings
New York
$40.5M +$2.07M +72,983 +5%
WA
81
Waverly Advisors
Alabama
$40.4M +$2.35M +82,729 +6%
MWA
82
MFA Wealth Advisors
Pennsylvania
$40.4M +$6.92M +243,297 +20%
BF
83
BOK Financial
Oklahoma
$40.1M +$2.84M +99,751 +7%
FPAS
84
Focus Partners Advisor Solutions
Missouri
$39.9M +$30.4M +1,069,622 +274%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$39.8M +$4.79M +168,508 +13%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$39.8M +$19.7M +691,867 +91%
AIA
87
Allied Investment Advisors
Montana
$39.7M +$647K +22,752 +2%
EA
88
Evergreen Advisors
Tennessee
$39.5M +$1.59M +55,859 +4%
HWM
89
HB Wealth Management
Georgia
$39.3M -$148K -5,190 -0.4%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$39.3M -$34.8M -1,223,452 -46%
William Blair & Company
91
William Blair & Company
Illinois
$38.7M +$6.73M +236,584 +20%
BPA
92
Beacon Pointe Advisors
California
$38.6M +$838K +29,495 +2%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$38.5M +$1.73M +60,776 +5%
RCM
94
Richardson Capital Management
Wisconsin
$38.2M +$424K +14,910 +1%
IAA
95
Independent Advisor Alliance
North Carolina
$38M +$38.1M +1,340,184 +2,654%
AWS
96
Atria Wealth Solutions
New York
$37.3M +$177K +6,223 +0.5%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$37M -$2.13M -74,885 -6%
AF
98
Apexium Financial
Texas
$35.9M +$3.36M +118,041 +10%
SFG
99
Sunburst Financial Group
Alabama
$35.8M +$2.56M +90,054 +7%
WFS
100
Walker Financial Services
Kentucky
$35.7M +$4.18M +147,171 +13%