We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Securian Asset Management
Minnesota
$43.4M
HWM
77
HB Wealth Management
Georgia
$43.3M +$2.24M +82,207 +5%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$43.3M +$36M +1,324,752 +521%
MFG
79
Merit Financial Group
Georgia
$43M +$20.1M +737,892 +89%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$43M +$1.22M +45,000 +3%
SPIA
81
Steward Partners Investment Advisory
New York
$42.8M -$12.9M -474,533 -23%
LS
82
Leelyn Smith
Illinois
$42.3M +$2.02M +74,407 +5%
BPA
83
Beacon Pointe Advisors
California
$42.2M -$3.52M -129,320 -8%
PAG
84
Private Advisor Group
New Jersey
$42.1M -$8.11M -298,155 -16%
EA
85
Evergreen Advisors
Tennessee
$41.6M +$41.3M +1,517,678 New
PA
86
Pinnacle Associates
New York
$39.9M -$569K -20,925 -1%
CWM
87
Cedar Wealth Management
California
$39.6M -$12.5K -458 -0%
NFW
88
Noble Family Wealth
Florida
$39.2M +$1.59M +58,501 +4%
AFA
89
American Financial Advisors
Georgia
$38.7M +$410K +15,081 +1%
CL
90
Choreo LLC
Illinois
$38.1M +$525K +19,320 +1%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$37.4M +$12M +442,198 +49%
ACA
92
Aptus Capital Advisors
Alabama
$37.2M -$634K -23,333 -2%
PD
93
Planning Directions
Pennsylvania
$36.9M -$465K -17,096 -1%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$36M +$3M +110,380 +9%
FPAS
95
Focus Partners Advisor Solutions
Missouri
$35.9M -$587K -21,578 -2%
CFP
96
Curran Financial Partners
South Carolina
$35.6M +$2.72M +99,987 +8%
FWM
97
ForthRight Wealth Management
Georgia
$34.6M +$90.5K +3,327 +0.3%
VDI
98
Vaughan David Investments
Illinois
$33.2M +$140K +5,149 +0.4%
Lido Advisors
99
Lido Advisors
California
$32.8M +$455K +16,735 +1%
CFS
100
CRA Financial Services
New Jersey
$32.2M -$935K -34,399 -3%